Taylor Cottrill’s Healthpeak Properties DOC Stock Holding History

Taylor Cottrill’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
2015 Q4	$610K	Sell	17,513 -1,620	-8%	-$54.2K	0.31%	72
2015 Q3	$649K	Sell	19,133 -466	-2%	-$16.1K	0.35%	72
2015 Q2	$651K	Sell	19,599 -983	-5%	-$35.8K	0.31%	76
2015 Q1	$810K	Buy	20,582 +269	+1%	+$10.8K	0.38%	64
2014 Q4	$815K	Buy	20,313 +659	+3%	+$26.1K	0.38%	66
2014 Q3	$711K	Sell	19,654 -1,702	-8%	-$64.5K	0.35%	66
2014 Q2	$805K	Sell	21,356 -357	-2%	-$13.4K	0.39%	64
2014 Q1	$767K	Sell	21,713 -1,180	-5%	-$40.7K	0.4%	60
2013 Q4	$757K	Buy	22,893 +1,207	+6%	+$43K	0.39%	57
2013 Q3	$809K	Buy	21,686 +9,910	+84%	+$386K	0.45%	57
2013 Q2	$487K	Buy	+11,776	New	+$537K	0.28%	64

Other funds holding DOC

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BFA

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SAMC

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

Taylor Cottrill's DOC Position: Q4 2015 in Review

Taylor Cottrill reduced its Healthpeak Properties (DOC) stake by 8.5% in Q4 2015, selling an estimated $54.2K and leaving 17,513 shares worth $610K. The position accounts for 0.31% of the portfolio, ranked #72.

Taylor Cottrill first reported a position in DOC in Q2 2013 and has held it in 11 quarters since. The position peaked at $815K in Q4 2014. 635 funds tracked by Wall St. Rank hold DOC as of Q4 2015.

Taylor Cottrill held 17,513 shares of Healthpeak Properties worth $610K as of Q4 2015.
Taylor Cottrill sold 1,620 Healthpeak Properties shares in Q4 2015, an estimated $54.2K.
Healthpeak Properties made up 0.31% of Taylor Cottrill's portfolio in Q4 2015, its #72 holding.
Taylor Cottrill first reported a position in Healthpeak Properties in Q2 2013 and has held it in 11 quarters since.
Taylor Cottrill's Healthpeak Properties position peaked at $815K in Q4 2014.
635 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2015.

Based on Taylor Cottrill's 13F filing for Q4 2015, filed 5 Feb 2016.