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Aperio Group’s Healthpeak Properties DOC Stock Holding History

Aperio 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
2020
Q4 		$16M Sell
530,188
-26,084
-5% -$759K 0.05% 385
2020
Q3 		$15.1M Buy
556,272
+48,874
+10% +$1.34M 0.05% 344
2020
Q2 		$14M Sell
507,398
-139,539
-22% -$3.56M 0.05% 353
2020
Q1 		$15.4M Buy
646,937
+132,444
+26% +$4.32M 0.07% 284
2019
Q4 		$17.7M Buy
514,493
+31,034
+6% +$1.09M 0.06% 331
2019
Q3 		$17.2M Buy
483,459
+47,931
+11% +$1.62M 0.07% 317
2019
Q2 		$13.9M Buy
435,528
+6,920
+2% +$215K 0.06% 373
2019
Q1 		$13.4M Buy
428,608
+2,906
+0.7% +$88.5K 0.06% 362
2018
Q4 		$11.9M Buy
425,702
+12,057
+3% +$334K 0.06% 354
2018
Q3 		$10.9M Buy
413,645
+7,350
+2% +$193K 0.05% 412
2018
Q2 		$10.5M Buy
406,295
+88,496
+28% +$2.09M 0.05% 418
2018
Q1 		$7.38M Buy
317,799
+207,875
+189% +$4.83M 0.04% 523
2017
Q4 		$2.87M Sell
109,924
-13,914
-11% -$369K 0.01% 855
2017
Q3 		$3.45M Sell
123,838
-15,281
-11% -$460K 0.02% 739
2017
Q2 		$4.45M Buy
139,119
+10,560
+8% +$335K 0.03% 630
2017
Q1 		$4.02M Buy
128,559
+5,639
+5% +$173K 0.03% 636
2016
Q4 		$3.65M Sell
122,920
-34,763
-22% -$1.06M 0.03% 622
2016
Q3 		$5.45M Buy
157,683
+37,624
+31% +$1.32M 0.04% 503
2016
Q2 		$3.87M Buy
120,059
+29,053
+32% +$902K 0.03% 595
2016
Q1 		$2.7M Sell
91,006
-20,645
-18% -$619K 0.02% 683
2015
Q4 		$3.89M Sell
111,651
-47,429
-30% -$1.59M 0.04% 528
2015
Q3 		$5.4M Buy
159,080
+55,377
+53% +$1.91M 0.05% 403
2015
Q2 		$3.44M Sell
103,703
-15,124
-13% -$551K 0.04% 527
2015
Q1 		$4.68M Buy
118,827
+236
+0.2% +$9.47K 0.05% 428
2014
Q4 		$4.75M Buy
118,591
+13,232
+13% +$525K 0.06% 391
2014
Q3 		$3.81M Buy
105,359
+19,951
+23% +$757K 0.05% 422
2014
Q2 		$3.22M Buy
85,408
+14,556
+21% +$548K 0.05% 461
2014
Q1 		$2.5M Buy
+70,852
New +$2.45M 0.04% 622
2013
Q4 		– Sell
-55,852
Closed -$1.99M – 658
2013
Q3 		$2.08M Buy
55,852
+10,496
+23% +$409K 0.04% 572
2013
Q2 		$1.88M Buy
+45,356
New +$2.07M 0.04% 524

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Aperio Group's DOC Position: Q4 2020 in Review

Aperio Group reduced its Healthpeak Properties (DOC) stake by 4.7% in Q4 2020, selling an estimated $759K and leaving 530,188 shares worth $16M. The position accounts for 0.05% of the portfolio, ranked #385.

Aperio Group first reported a position in DOC in Q2 2013 and has held it in 30 quarters since. The position peaked at $17.7M in Q4 2019. 594 funds tracked by Wall St. Rank hold DOC as of Q4 2020.

  • Aperio Group held 530,188 shares of Healthpeak Properties worth $16M as of Q4 2020.
  • Aperio Group sold 26,084 Healthpeak Properties shares in Q4 2020, an estimated $759K.
  • Healthpeak Properties made up 0.05% of Aperio Group's portfolio in Q4 2020, its #385 holding.
  • Aperio Group first reported a position in Healthpeak Properties in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Healthpeak Properties position peaked at $17.7M in Q4 2019.
  • 594 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.