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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	$16M	Sell	530,188 -26,084	-5%	-$789K	0.05%	385
2020 Q3	$15.1M	Buy	556,272 +48,874	+10%	+$1.33M	0.05%	344
2020 Q2	$14M	Sell	507,398 -139,539	-22%	-$3.85M	0.05%	353
2020 Q1	$15.4M	Buy	646,937 +132,444	+26%	+$3.16M	0.07%	284
2019 Q4	$17.7M	Buy	514,493 +31,034	+6%	+$1.07M	0.06%	331
2019 Q3	$17.2M	Buy	483,459 +47,931	+11%	+$1.71M	0.07%	317
2019 Q2	$13.9M	Buy	435,528 +6,920	+2%	+$221K	0.06%	373
2019 Q1	$13.4M	Buy	428,608 +2,906	+0.7%	+$91K	0.06%	362
2018 Q4	$11.9M	Buy	425,702 +12,057	+3%	+$337K	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%	+$2.28M	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%	-$363K	0.01%	855
2017 Q3	$3.45M	Sell	123,838 -15,281	-11%	-$425K	0.02%	739
2017 Q2	$4.45M	Buy	139,119 +10,560	+8%	+$338K	0.03%	630
2017 Q1	$4.02M	Buy	128,559 +5,639	+5%	+$176K	0.03%	636
2016 Q4	$3.65M	Sell	122,920 -34,763	-22%	-$1.03M	0.03%	622
2016 Q3	$5.45M	Buy	157,683 +37,624	+31%	+$1.3M	0.04%	503
2016 Q2	$3.87M	Buy	120,059 +29,053	+32%	+$936K	0.03%	595
2016 Q1	$2.7M	Sell	91,006 -20,645	-18%	-$613K	0.02%	683
2015 Q4	$3.89M	Sell	111,651 -47,429	-30%	-$1.65M	0.04%	528
2015 Q3	$5.4M	Buy	159,080 +55,377	+53%	+$1.88M	0.05%	403
2015 Q2	$3.44M	Sell	103,703 -15,124	-13%	-$502K	0.04%	527
2015 Q1	$4.68M	Buy	118,827 +236	+0.2%	+$9.29K	0.05%	428
2014 Q4	$4.76M	Buy	118,591 +13,232	+13%	+$531K	0.06%	391
2014 Q3	$3.81M	Buy	105,359 +19,951	+23%	+$721K	0.05%	422
2014 Q2	$3.22M	Buy	85,408 +14,556	+21%	+$549K	0.05%	461
2014 Q1	$2.5M	Buy	+70,852	New	+$2.5M	0.04%	622
2013 Q4	–	Sell	-55,852	Closed	-$2.08M	–	658
2013 Q3	$2.08M	Buy	55,852 +10,496	+23%	+$391K	0.04%	572
2013 Q2	$1.88M	Buy	+45,356	New	+$1.88M	0.04%	524