Caldwell Trust’s Healthpeak Properties DOC Stock Holding History

Caldwell Trust’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	-500	Closed	-$11K	–	762
2023 Q1	$11K	Hold	500	–	–	﹤0.01%	614
2022 Q4	$12.5K	Hold	500	–	–	﹤0.01%	594
2022 Q3	$11.5K	Hold	500	–	–	﹤0.01%	595
2022 Q2	$13K	Sell	500 -100	-17%	-$3.03K	﹤0.01%	594
2022 Q1	$20.6K	Hold	600	–	–	﹤0.01%	562
2021 Q4	$21.7K	Hold	600	–	–	﹤0.01%	554
2021 Q3	$20.1K	Hold	600	–	–	﹤0.01%	561
2021 Q2	$20K	Hold	600	–	–	﹤0.01%	571
2021 Q1	$19K	Hold	600	–	–	﹤0.01%	562
2020 Q4	$18.1K	Sell	600 -645	-52%	-$18.8K	﹤0.01%	556
2020 Q3	$33.8K	Hold	1,245	–	–	0.01%	458
2020 Q2	$34.3K	Hold	1,245	–	–	0.01%	467
2020 Q1	$29.7K	Hold	1,245	–	–	0.01%	485
2019 Q4	$42.9K	Buy	+1,245	New	+$43.6K	0.01%	478

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