Cerity Partners
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Cerity Partners’s Healthpeak Properties DOC Stock Holding History

Cerity Partners’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
2026
Q1 		$3.6M Buy
219,070
+60,429
+38% +$1.04M 0.01% 1167
2025
Q4 		$2.55M Sell
158,641
-17,265
-10% -$304K ﹤0.01% 1265
2025
Q3 		$3.37M Sell
175,906
-860
-0.5% -$15.4K 0.01% 1047
2025
Q2 		$3.1M Sell
176,766
-29,310
-14% -$521K 0.01% 1026
2025
Q1 		$4.17M Buy
206,076
+3,942
+2% +$79.7K 0.01% 799
2024
Q4 		$4.48M Sell
202,134
-18,713
-8% -$406K 0.01% 755
2024
Q3 		$5.05M Buy
220,847
+78,383
+55% +$1.69M 0.01% 693
2024
Q2 		$2.79M Sell
142,464
-13,260
-9% -$253K 0.01% 787
2024
Q1 		$2.92M Buy
155,724
+127,968
+461% +$2.33M 0.01% 823
2023
Q4 		$550K Buy
+27,756
New +$488K ﹤0.01% 1235
2023
Q3 		– Sell
-22,096
Closed -$444K – 1470
2023
Q2 		$444K Buy
22,096
+5,535
+33% +$115K ﹤0.01% 1231
2023
Q1 		$364K Sell
16,561
-622
-4% -$15.4K ﹤0.01% 1444
2022
Q4 		$431K Buy
+17,183
New +$418K ﹤0.01% 1000

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