Evergreen Capital Management’s Healthpeak Properties DOC Stock Holding History

Evergreen Capital Management’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	–	Sell	-33,815	Closed	-$544K	–	1544
2025 Q4	$544K	Buy	+33,815	New	+$596K	0.01%	699
2025 Q3	–	Sell	-14,110	Closed	-$247K	–	1332
2025 Q2	$247K	Sell	14,110 -11,264	-44%	-$200K	0.01%	902
2025 Q1	$513K	Buy	25,374 +57	+0.2%	+$1.15K	0.02%	498
2024 Q4	$513K	Sell	25,317 -101	-0.4%	-$2.19K	0.02%	494
2024 Q3	$581K	Sell	25,418 -9,646	-28%	-$208K	0.02%	457
2024 Q2	$687K	Buy	35,064 +15,044	+75%	+$287K	0.02%	385
2024 Q1	$375K	Buy	20,020 +8,849	+79%	+$161K	0.01%	542
2023 Q4	$221K	Buy	+11,171	New	+$197K	0.01%	734

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