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 Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Cassady Schiller Wealth Management's DOC Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Healthpeak Properties (DOC) stake by 11% in Q4 2024, buying an estimated $173 and bringing the position to 79 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Cassady Schiller Wealth Management first reported a position in DOC in Q4 2021 and has held it in 10 quarters since. The position peaked at $3K in Q4 2021. 762 funds tracked by Wall St. Rank hold DOC as of Q4 2024.

Cassady Schiller Wealth Management held 79 shares of Healthpeak Properties worth $1.6K as of Q4 2024.
Cassady Schiller Wealth Management bought 8 Healthpeak Properties shares in Q4 2024, an estimated $173.
Healthpeak Properties made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #643 holding.
Cassady Schiller Wealth Management first reported a position in Healthpeak Properties in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Healthpeak Properties position peaked at $3K in Q4 2021.
762 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.