Autus Asset Management’s Healthpeak Properties DOC Stock Holding History

Autus Asset Management’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 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 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

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

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Autus Asset Management's DOC Position: Q1 2020 in Review

Autus Asset Management sold out of Healthpeak Properties (DOC) in Q1 2020, closing a stake of 11,800 shares — an estimated $407K sold.

Autus Asset Management first reported a position in DOC in Q1 2015 and held it in 13 quarters. The position peaked at $621K in Q1 2015. 579 funds tracked by Wall St. Rank hold DOC as of Q1 2020.

Autus Asset Management reported no remaining Healthpeak Properties position as of Q1 2020 after selling out during the quarter.
Autus Asset Management sold 11,800 Healthpeak Properties shares in Q1 2020, an estimated $407K.
Autus Asset Management first reported a position in Healthpeak Properties in Q1 2015 and held it in 13 quarters.
Autus Asset Management's Healthpeak Properties position peaked at $621K in Q1 2015.
579 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2020.

Based on Autus Asset Management's 13F filing for Q1 2020, filed 16 Apr 2020.