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Diligent Investors’s Healthpeak Properties DOC Stock Holding History

Diligent Investors’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
Q3 		– Sell
-20,684
Closed -$362K – 337
2025
Q2 		$362K Sell
20,684
-1,092
-5% -$19.4K 0.09% 238
2025
Q1 		$440K Sell
21,776
-3,440
-14% -$69.6K 0.11% 221
2024
Q4 		$511K Hold
25,216
– – 0.12% 203
2024
Q3 		$577K Hold
25,216
– – 0.13% 181
2024
Q2 		$494K Hold
25,216
– – 0.12% 190
2024
Q1 		$473K Hold
25,216
– – 0.12% 195
2023
Q4 		$499K Buy
+25,216
New +$444K 0.14% 173

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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