Dunhill Financial’s Healthpeak Properties DOC Stock Holding History

Dunhill Financial’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 Q1	$1.01K	Buy	61 +1	+2%	+$17	﹤0.01%	956
2025 Q4	$970	Buy	60 +47	+362%	+$829	﹤0.01%	840
2025 Q3	$242	Sell	13 -6	-32%	-$108	﹤0.01%	917
2025 Q2	$345	Sell	19 -77	-80%	-$1.37K	﹤0.01%	905
2025 Q1	$1.95K	Sell	96 -30	-24%	-$607	﹤0.01%	738
2024 Q4	$2.56K	Buy	126 +29	+30%	+$628	﹤0.01%	675
2024 Q3	$2.21K	Buy	97 +50	+106%	+$1.08K	﹤0.01%	698
2024 Q2	$927	Buy	47 +1	+2%	+$19	﹤0.01%	707
2024 Q1	$866	Buy	46 +7	+18%	+$127	﹤0.01%	659
2023 Q4	$771	Buy	+39	New	+$686	﹤0.01%	643

Other funds holding DOC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return