CIM
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Contravisory Investment Management’s Healthpeak Properties DOC Stock Holding History

Contravisory Investment 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
2025
Q1 		– Sell
-22,121
Closed -$448K – 392
2024
Q4 		$448K Hold
22,121
– – 0.1% 159
2024
Q3 		$506K Buy
+22,121
New +$477K 0.11% 132
2020
Q2 		– Sell
-13,635
Closed -$325K – 273
2020
Q1 		$325K Sell
13,635
-274
-2% -$8.93K 0.14% 70
2019
Q4 		$479K Buy
13,909
+22
+0.2% +$770 0.18% 61
2019
Q3 		$495K Sell
13,887
-152
-1% -$5.13K 0.19% 54
2019
Q2 		$449K Buy
14,039
+16
+0.1% +$497 0.17% 64
2019
Q1 		$439K Sell
14,023
-330
-2% -$10.1K 0.17% 68
2018
Q4 		$401K Buy
14,353
+765
+6% +$21.2K 0.17% 71
2018
Q3 		$358K Buy
+13,588
New +$357K 0.13% 98

Other funds holding DOC

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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return