Equitable Holdings’s Healthpeak Properties DOC Stock Holding History

Equitable Holdings’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
2024 Q4	–	Sell	-9,794	Closed	-$224K	–	1287
2024 Q3	$224K	Buy	+9,794	New	+$211K	﹤0.01%	1148
2024 Q2	–	Sell	-12,203	Closed	-$229K	–	1221
2024 Q1	$229K	Buy	12,203 +409	+3%	+$7.43K	﹤0.01%	1048
2023 Q4	$234K	Sell	11,794 -2,562	-18%	-$45.1K	﹤0.01%	1016
2023 Q3	$264K	Sell	14,356 -1,662	-10%	-$34.1K	﹤0.01%	909
2023 Q2	$322K	Buy	16,018 +173	+1%	+$3.59K	﹤0.01%	823
2023 Q1	$348K	Buy	+15,845	New	+$393K	0.01%	753

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Equitable Holdings's DOC Position: Q4 2024 in Review

Equitable Holdings sold out of Healthpeak Properties (DOC) in Q4 2024, closing a stake of 9,794 shares — an estimated $224K sold.

Equitable Holdings first reported a position in DOC in Q1 2023 and held it in 6 quarters. The position peaked at $348K in Q1 2023. 762 funds tracked by Wall St. Rank hold DOC as of Q4 2024.

Equitable Holdings reported no remaining Healthpeak Properties position as of Q4 2024 after selling out during the quarter.
Equitable Holdings sold 9,794 Healthpeak Properties shares in Q4 2024, an estimated $224K.
Equitable Holdings first reported a position in Healthpeak Properties in Q1 2023 and held it in 6 quarters.
Equitable Holdings's Healthpeak Properties position peaked at $348K in Q1 2023.
762 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2024.

Based on Equitable Holdings's 13F filing for Q4 2024, filed 12 Feb 2025.