Transform Wealth’s Healthpeak Properties DOC Stock Holding History

Transform Wealth’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 Q3	–	Sell	-9,778	Closed	-$315K	–	207
2016 Q2	$315K	Buy	+9,778	New	+$304K	0.13%	166

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

Transform Wealth's DOC Position: Q3 2016 in Review

Transform Wealth sold out of Healthpeak Properties (DOC) in Q3 2016, closing a stake of 9,778 shares — an estimated $315K sold.

Transform Wealth first reported a position in DOC in Q2 2016 and held it in 1 quarter. The position peaked at $315K in Q2 2016. 608 funds tracked by Wall St. Rank hold DOC as of Q3 2016.

Transform Wealth reported no remaining Healthpeak Properties position as of Q3 2016 after selling out during the quarter.
Transform Wealth sold 9,778 Healthpeak Properties shares in Q3 2016, an estimated $315K.
Transform Wealth first reported a position in Healthpeak Properties in Q2 2016 and held it in 1 quarter.
Transform Wealth's Healthpeak Properties position peaked at $315K in Q2 2016.
608 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2016.

Based on Transform Wealth's 13F filing for Q3 2016, filed 7 Nov 2016.