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Clarus Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

Clarus Wealth Advisors’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
2019
Q3 		– Sell
-120
Closed -$4K – 237
2019
Q2 		$4K Hold
120
– – ﹤0.01% 504
2019
Q1 		$4K Hold
120
– – ﹤0.01% 593
2018
Q4 		$3K Hold
120
– – ﹤0.01% 616
2018
Q3 		$3K Buy
120
+43
+56% +$1.13K ﹤0.01% 652
2018
Q2 		$2K Buy
+77
New +$1.82K ﹤0.01% 681

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clarus Wealth Advisors's DOC Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Healthpeak Properties (DOC) in Q3 2019, closing a stake of 120 shares — an estimated $4K sold.

Clarus Wealth Advisors first reported a position in DOC in Q2 2018 and held it in 5 quarters. The position peaked at $4K in Q2 2019. 603 funds tracked by Wall St. Rank hold DOC as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Healthpeak Properties position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 120 Healthpeak Properties shares in Q3 2019, an estimated $4K.
  • Clarus Wealth Advisors first reported a position in Healthpeak Properties in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Healthpeak Properties position peaked at $4K in Q2 2019.
  • 603 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.