Bartlett & Co’s Healthpeak Properties DOC Stock Holding History

Bartlett & Co’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
2023 Q2	–	Sell	-645	Closed	-$14K	–	1129
2023 Q1	$14K	Hold	645	–	–	﹤0.01%	769
2022 Q4	$16K	Hold	645	–	–	﹤0.01%	755
2022 Q3	$15K	Hold	645	–	–	﹤0.01%	750
2022 Q2	$17K	Buy	+645	New	+$19.5K	﹤0.01%	758
2020 Q3	–	Sell	-528	Closed	-$15K	–	832
2020 Q2	$15K	Hold	528	–	–	﹤0.01%	637
2020 Q1	$13K	Buy	+528	New	+$17.2K	﹤0.01%	624
2019 Q3	$36K	Buy	+1,000	New	+$33.8K	﹤0.01%	584
2018 Q2	–	Sell	-104	Closed	-$2K	–	701
2018 Q1	$2K	Sell	104 -163	-61%	-$3.79K	﹤0.01%	690
2017 Q4	$7K	Buy	+267	New	+$7.08K	﹤0.01%	606
2016 Q2	–	Sell	-329	Closed	-$10K	–	731
2016 Q1	$10K	Hold	329	–	–	﹤0.01%	598
2015 Q4	$11K	Hold	329	–	–	﹤0.01%	604
2015 Q3	$11K	Hold	329	–	–	﹤0.01%	596
2015 Q2	$11K	Hold	329	–	–	﹤0.01%	610
2015 Q1	$13K	Hold	329	–	–	﹤0.01%	588
2014 Q4	$13K	Buy	+329	New	+$13.1K	﹤0.01%	591
2013 Q3	–	Sell	-355	Closed	-$15K	–	831
2013 Q2	$15K	Buy	+355	New	+$16.2K	﹤0.01%	555

Other funds holding DOC

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return