Fiduciary Trust’s Healthpeak Properties DOC Stock Holding History

Fiduciary Trust’s Portfolio DOC Stock Details DOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$230K	Buy	13,163 +166	+1%	+$2.91K	﹤0.01%	761
2025 Q1	$263K	Buy	12,997 +2,924	+29%	+$59.1K	﹤0.01%	699
2024 Q4	$204K	Sell	10,073 -4	-0%	-$81	﹤0.01%	658
2024 Q3	$230K	Sell	10,077 -950	-9%	-$21.7K	﹤0.01%	614
2024 Q2	$216K	Sell	11,027 -2,211	-17%	-$43.3K	﹤0.01%	590
2024 Q1	$248K	Buy	13,238 +96	+0.7%	+$1.8K	﹤0.01%	590
2023 Q4	$260K	Sell	13,142 -128	-1%	-$2.53K	﹤0.01%	566
2023 Q3	$244K	Sell	13,270 -275	-2%	-$5.05K	﹤0.01%	563
2023 Q2	$272K	Sell	13,545 -2,136	-14%	-$42.9K	﹤0.01%	557
2023 Q1	$345K	Sell	15,681 -3,861	-20%	-$84.8K	0.01%	509
2022 Q4	$490K	Sell	19,542 -2,685	-12%	-$67.3K	0.01%	449
2022 Q3	$510K	Buy	22,227 +1,915	+9%	+$43.9K	0.01%	433
2022 Q2	$526K	Sell	20,312 -2,800	-12%	-$72.5K	0.01%	440
2022 Q1	$793K	Sell	23,112 -1,600	-6%	-$54.9K	0.01%	392
2021 Q4	$892K	Sell	24,712 -90	-0.4%	-$3.25K	0.01%	364
2021 Q3	$830K	Sell	24,802 -161	-0.6%	-$5.39K	0.01%	370
2021 Q2	$831K	Sell	24,963 -485	-2%	-$16.1K	0.02%	366
2021 Q1	$808K	Sell	25,448 -790	-3%	-$25.1K	0.02%	362
2020 Q4	$793K	Sell	26,238 -744	-3%	-$22.5K	0.02%	362
2020 Q3	$733K	Sell	26,982 -3,694	-12%	-$100K	0.02%	336
2020 Q2	$846K	Sell	30,676 -12,812	-29%	-$353K	0.02%	299
2020 Q1	$1.04M	Buy	43,488 +22	+0.1%	+$525	0.03%	255
2019 Q4	$1.5M	Hold	43,466	–	–	0.03%	236
2019 Q3	$1.55M	Buy	43,466 +516	+1%	+$18.4K	0.04%	226
2019 Q2	$1.37M	Sell	42,950 -45	-0.1%	-$1.44K	0.04%	228
2019 Q1	$1.35M	Sell	42,995 -7,022	-14%	-$220K	0.04%	222
2018 Q4	$1.4M	Sell	50,017 -1,368	-3%	-$38.2K	0.04%	209
2018 Q3	$1.35M	Sell	51,385 -1,330	-3%	-$35K	0.04%	226
2018 Q2	$1.36M	Sell	52,715 -6,008	-10%	-$155K	0.04%	220
2018 Q1	$1.36M	Sell	58,723 -14,039	-19%	-$326K	0.04%	224
2017 Q4	$1.9M	Sell	72,762 -5,189	-7%	-$135K	0.06%	197
2017 Q3	$2.17M	Sell	77,951 -3,778	-5%	-$105K	0.07%	182
2017 Q2	$2.61M	Sell	81,729 -9,168	-10%	-$293K	0.08%	169
2017 Q1	$2.84M	Sell	90,897 -8,109	-8%	-$254K	0.09%	163
2016 Q4	$2.94M	Sell	99,006 -12,918	-12%	-$384K	0.1%	158
2016 Q3	$3.87M	Hold	111,924	–	–	0.13%	133
2016 Q2	$3.61M	Sell	111,924 -12,538	-10%	-$404K	0.13%	137
2016 Q1	$3.69M	Sell	124,462 -11,562	-8%	-$343K	0.13%	136
2015 Q4	$4.74M	Sell	136,024 -3,292	-2%	-$115K	0.2%	105
2015 Q3	$4.73M	Sell	139,316 -6,134	-4%	-$208K	0.21%	101
2015 Q2	$4.83M	Sell	145,450 -2,038	-1%	-$67.7K	0.2%	107
2015 Q1	$5.8M	Sell	147,488 -1,046	-0.7%	-$41.2K	0.24%	94
2014 Q4	$5.96M	Sell	148,534 -1,570	-1%	-$63K	0.25%	89
2014 Q3	$5.43M	Buy	150,104 +384	+0.3%	+$13.9K	0.24%	94
2014 Q2	$5.64M	Sell	149,720 -1,067	-0.7%	-$40.2K	0.24%	90
2014 Q1	$5.33M	Sell	150,787 -577	-0.4%	-$20.4K	0.24%	90
2013 Q4	$5.01M	Sell	151,364 -2,710	-2%	-$89.6K	0.22%	91
2013 Q3	$5.75M	Buy	154,074 +5,754	+4%	+$215K	0.26%	87
2013 Q2	$6.14M	Buy	+148,320	New	+$6.14M	0.28%	80