City State Bank’s Healthpeak Properties DOC Stock Holding History

City State 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
2026 Q2	$4.39K	Hold	205	–	–	﹤0.01%	663
2026 Q1	$3.37K	Hold	205	–	–	﹤0.01%	656
2025 Q4	$3.3K	Hold	205	–	–	﹤0.01%	647
2025 Q3	$3.93K	Hold	205	–	–	﹤0.01%	620
2025 Q2	$3.59K	Sell	205 -140	-41%	-$2.49K	﹤0.01%	631
2025 Q1	$6.98K	Hold	345	–	–	﹤0.01%	546
2024 Q4	$6.99K	Sell	345 -200	-37%	-$4.33K	﹤0.01%	536
2024 Q3	$12.5K	Sell	545 -425	-44%	-$9.16K	﹤0.01%	479
2024 Q2	$19K	Sell	970 -565	-37%	-$10.8K	0.01%	420
2024 Q1	$29K	Sell	1,535 -500	-25%	-$9.09K	0.01%	369
2023 Q4	$40K	Sell	2,035 -1,050	-34%	-$18.5K	0.02%	322
2023 Q3	$57K	Sell	3,085 -150	-5%	-$3.08K	0.03%	277
2023 Q2	$65K	Hold	3,235	–	–	0.04%	266
2023 Q1	$71K	Sell	3,235 -150	-4%	-$3.72K	0.04%	254
2022 Q4	$85K	Sell	3,385 -175	-5%	-$4.25K	0.05%	228
2022 Q3	$82K	Sell	3,560 -68	-2%	-$1.8K	0.06%	218
2022 Q2	$94K	Hold	3,628	–	–	0.07%	210
2022 Q1	$125K	Hold	3,628	–	–	0.08%	199
2021 Q4	$131K	Buy	+3,628	New	+$125K	0.08%	201

Other funds holding DOC

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return