Staton Financial Advisors’s Healthpeak Properties DOC Stock Holding History

Staton Financial Advisors’s Portfolio DOC Stock Details DOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-99,540	Closed	-$2.95M	–	42
2016 Q1	$2.95M	Sell	99,540 -6,220	-6%	-$187K	2.83%	14
2015 Q4	$3.68M	Sell	105,760 -3,819	-3%	-$128K	3.77%	12
2015 Q3	$3.72M	Sell	109,579 -5,371	-5%	-$186K	3.94%	11
2015 Q2	$3.82M	Buy	114,950 +1,239	+1%	+$45.1K	3.62%	13
2015 Q1	$4.47M	Buy	+113,711	New	+$4.56M	4.09%	10

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

SAMC

Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Staton Financial Advisors's DOC Position: Q2 2016 in Review

Staton Financial Advisors sold out of Healthpeak Properties (DOC) in Q2 2016, closing a stake of 99,540 shares — an estimated $2.95M sold.

Staton Financial Advisors first reported a position in DOC in Q1 2015 and held it in 5 quarters. The position peaked at $4.47M in Q1 2015. 609 funds tracked by Wall St. Rank hold DOC as of Q2 2016.

Staton Financial Advisors reported no remaining Healthpeak Properties position as of Q2 2016 after selling out during the quarter.
Staton Financial Advisors sold 99,540 Healthpeak Properties shares in Q2 2016, an estimated $2.95M.
Staton Financial Advisors first reported a position in Healthpeak Properties in Q1 2015 and held it in 5 quarters.
Staton Financial Advisors's Healthpeak Properties position peaked at $4.47M in Q1 2015.
609 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2016.

Based on Staton Financial Advisors's 13F filing for Q2 2016, filed 27 Jun 2017.