Altus Wealth Group’s Healthpeak Properties DOC Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-565	Closed	-$17K	–	325
2020 Q4	$17K	Buy	+565	New	+$16.4K	0.02%	400

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Altus Wealth Group's DOC Position: Q1 2021 in Review

Altus Wealth Group sold out of Healthpeak Properties (DOC) in Q1 2021, closing a stake of 565 shares — an estimated $17K sold.

Altus Wealth Group first reported a position in DOC in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 601 funds tracked by Wall St. Rank hold DOC as of Q1 2021.

Altus Wealth Group reported no remaining Healthpeak Properties position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 565 Healthpeak Properties shares in Q1 2021, an estimated $17K.
Altus Wealth Group first reported a position in Healthpeak Properties in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Healthpeak Properties position peaked at $17K in Q4 2020.
601 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.