Autus Asset Management’s Healthpeak Properties DOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-11,800
Closed -$407K 140
2019
Q4
$407K Hold
11,800
0.06% 119
2019
Q3
$420K Hold
11,800
0.07% 120
2019
Q2
$377K Sell
11,800
-450
-4% -$14K 0.06% 120
2019
Q1
$383K Buy
+12,250
New +$373K 0.06% 124
2017
Q2
Sell
-7,474
Closed -$234K 151
2017
Q1
$234K Hold
7,474
0.05% 143
2016
Q4
$222K Sell
7,474
-732
-9% -$22.3K 0.05% 141
2016
Q3
$284K Hold
8,206
0.06% 134
2016
Q2
$264K Sell
8,206
-1,812
-18% -$56.3K 0.06% 141
2016
Q1
$297K Sell
10,018
-275
-3% -$8.25K 0.07% 130
2015
Q4
$358K Sell
10,293
-406
-4% -$13.6K 0.09% 131
2015
Q3
$363K Sell
10,699
-5,490
-34% -$190K 0.11% 100
2015
Q2
$538K Buy
16,189
+406
+3% +$14.8K 0.15% 91
2015
Q1
$621K Buy
+15,783
New +$634K 0.17% 87

Other funds holding DOC