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Atlas Capital Advisors’s Healthpeak Properties DOC Stock Holding History

Atlas Capital 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
2024
Q1 		– Sell
-7
Closed -$138 – 910
2023
Q4 		$138 Hold
7
– – ﹤0.01% 884
2023
Q3 		$128 Hold
7
– – ﹤0.01% 863
2023
Q2 		$140 Hold
7
– – ﹤0.01% 884
2023
Q1 		$153 Hold
7
– – ﹤0.01% 892
2022
Q4 		$175 Hold
7
– – ﹤0.01% 885
2022
Q3 		$160 Hold
7
– – ﹤0.01% 903
2022
Q2 		$181 Hold
7
– – ﹤0.01% 963
2022
Q1 		$240 Hold
7
– – ﹤0.01% 896
2021
Q4 		$252 Hold
7
– – ﹤0.01% 915
2021
Q3 		$234 Hold
7
– – ﹤0.01% 930
2021
Q2 		$233 Buy
+7
New +$235 ﹤0.01% 938

Other funds holding DOC

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return