EH
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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
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return