Optimal Asset Management’s Healthpeak Properties DOC Stock Holding History

Optimal 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
2021 Q1	–	Sell	-112,850	Closed	-$3.41M	–	371
2020 Q4	$3.41M	Sell	112,850 -41	-0%	-$1.19K	0.48%	55
2020 Q3	$3.06M	Buy	112,891 +8,118	+8%	+$222K	0.44%	63
2020 Q2	$2.89M	Sell	104,773 -36,820	-26%	-$940K	0.47%	60
2020 Q1	$3.38M	Buy	141,593 +99,704	+238%	+$3.25M	0.32%	100
2019 Q4	$1.44M	Buy	+41,889	New	+$1.47M	0.22%	182

Other funds holding DOC

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

Optimal Asset Management's DOC Position: Q1 2021 in Review

Optimal Asset Management sold out of Healthpeak Properties (DOC) in Q1 2021, closing a stake of 112,850 shares — an estimated $3.41M sold.

Optimal Asset Management first reported a position in DOC in Q4 2019 and held it in 5 quarters. The position peaked at $3.41M in Q4 2020. 601 funds tracked by Wall St. Rank hold DOC as of Q1 2021.

Optimal Asset Management reported no remaining Healthpeak Properties position as of Q1 2021 after selling out during the quarter.
Optimal Asset Management sold 112,850 Healthpeak Properties shares in Q1 2021, an estimated $3.41M.
Optimal Asset Management first reported a position in Healthpeak Properties in Q4 2019 and held it in 5 quarters.
Optimal Asset Management's Healthpeak Properties position peaked at $3.41M in Q4 2020.
601 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2021.

Based on Optimal Asset Management's 13F filing for Q1 2021, filed 17 May 2021.