CSWM
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Cassady Schiller Wealth Management’s Healthpeak Properties DOC Stock Holding History

Cassady Schiller Wealth 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
2024
Q4 		$1.6K Buy
79
+8
+11% +$173 ﹤0.01% 643
2024
Q3 		$1.62K Hold
71
– – ﹤0.01% 401
2024
Q2 		$1.39K Hold
71
– – ﹤0.01% 410
2024
Q1 		$1.33K Hold
71
– – ﹤0.01% 441
2023
Q4 		$1.41K Hold
71
– – ﹤0.01% 401
2023
Q3 		$1.3K Hold
71
– – ﹤0.01% 419
2023
Q2 		$1.43K Hold
71
– – ﹤0.01% 430
2023
Q1 		$1.56K Hold
71
– – ﹤0.01% 407
2022
Q4 		$1.78K Buy
+71
New +$1.73K ﹤0.01% 421
2022
Q1 		– Sell
-71
Closed -$3K – 236
2021
Q4 		$3K Buy
+71
New +$2.45K ﹤0.01% 373

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return