Citizens Business Bank’s Healthpeak Properties DOC Stock Holding History

Citizens Business Bank’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 Q1	–	Sell	-10,000	Closed	-$251K	–	111
2022 Q4	$251K	Hold	10,000	–	–	0.06%	108
2022 Q3	$229K	Hold	10,000	–	–	0.06%	104
2022 Q2	$259K	Hold	10,000	–	–	0.04%	224
2022 Q1	$343K	Hold	10,000	–	–	0.04%	219
2021 Q4	$361K	Hold	10,000	–	–	0.04%	218
2021 Q3	$335K	Hold	10,000	–	–	0.04%	215
2021 Q2	$333K	Hold	10,000	–	–	0.04%	220
2021 Q1	$317K	Hold	10,000	–	–	0.04%	218
2020 Q4	$302K	Hold	10,000	–	–	0.04%	219
2020 Q3	$272K	Hold	10,000	–	–	0.05%	210
2020 Q2	$276K	Sell	10,000 -1,317	-12%	-$33.6K	0.05%	209
2020 Q1	$270K	Buy	11,317 +946	+9%	+$30.8K	0.06%	208
2019 Q4	$358K	Hold	10,371	–	–	0.06%	207
2019 Q3	$369K	Sell	10,371 -30	-0.3%	-$1.01K	0.06%	212
2019 Q2	$333K	Buy	10,401 +131	+1%	+$4.07K	0.06%	219
2019 Q1	$321K	Buy	10,270 +6	+0.1%	+$183	0.06%	220
2018 Q4	$286K	Sell	10,264 -76	-0.7%	-$2.1K	0.06%	234
2018 Q3	$272K	Buy	10,340 +95	+0.9%	+$2.5K	0.05%	250
2018 Q2	$264K	Buy	+10,245	New	+$242K	0.05%	246

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

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

Norges Bank Oslo, Norway $1T AUM

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

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Citizens Business Bank's DOC Position: Q1 2023 in Review

Citizens Business Bank sold out of Healthpeak Properties (DOC) in Q1 2023, closing a stake of 10,000 shares — an estimated $251K sold.

Citizens Business Bank first reported a position in DOC in Q2 2018 and held it in 19 quarters. The position peaked at $369K in Q3 2019. 592 funds tracked by Wall St. Rank hold DOC as of Q1 2023.

Citizens Business Bank reported no remaining Healthpeak Properties position as of Q1 2023 after selling out during the quarter.
Citizens Business Bank sold 10,000 Healthpeak Properties shares in Q1 2023, an estimated $251K.
Citizens Business Bank first reported a position in Healthpeak Properties in Q2 2018 and held it in 19 quarters.
Citizens Business Bank's Healthpeak Properties position peaked at $369K in Q3 2019.
592 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2023.

Based on Citizens Business Bank's 13F filing for Q1 2023, filed 9 May 2023.