DI
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Disciplined Investments’s Healthpeak Properties DOC Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-1,450
Closed -$29.1K – 496
2023
Q2 		$29.1K Hold
1,450
– – 0.02% 251
2023
Q1 		$31.9K Hold
1,450
– – 0.01% 260
2022
Q4 		$36.4K Hold
1,450
– – 0.02% 233
2022
Q3 		$33K Hold
1,450
– – 0.02% 257
2022
Q2 		$38K Hold
1,450
– – 0.02% 246
2022
Q1 		$50K Hold
1,450
– – 0.02% 222
2021
Q4 		$52K Hold
1,450
– – 0.02% 204
2021
Q3 		$49K Hold
1,450
– – 0.02% 204
2021
Q2 		$48K Buy
+1,450
New +$48.7K 0.02% 202

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $653B AUM 32.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return