tru Independence’s Healthpeak Properties DOC Stock Holding History

tru Independence’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	-159	Closed	-$5	–	400
2020 Q4	$5	Buy	+159	New	+$4.63K	﹤0.01%	605
2020 Q3	–	Sell	-155	Closed	-$4K	–	457
2020 Q2	$4K	Buy	155 +3	+2%	+$77	﹤0.01%	726
2020 Q1	$4K	Hold	152	–	–	﹤0.01%	554
2019 Q4	$4K	Buy	+152	New	+$5.32K	﹤0.01%	702

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 $3.38T AUM 44.17% 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

tru Independence's DOC Position: Q1 2021 in Review

tru Independence sold out of Healthpeak Properties (DOC) in Q1 2021, closing a stake of 159 shares — an estimated $5 sold.

tru Independence first reported a position in DOC in Q4 2019 and held it in 4 quarters. The position peaked at $4K in Q2 2020. 601 funds tracked by Wall St. Rank hold DOC as of Q1 2021.

tru Independence reported no remaining Healthpeak Properties position as of Q1 2021 after selling out during the quarter.
tru Independence sold 159 Healthpeak Properties shares in Q1 2021, an estimated $5.
tru Independence first reported a position in Healthpeak Properties in Q4 2019 and held it in 4 quarters.
tru Independence's Healthpeak Properties position peaked at $4K in Q2 2020.
601 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.