Fortitude Family Office’s Healthpeak Properties DOC Stock Holding History

Fortitude Family Office’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	$2.51K	Buy	153 +26	+20%	+$446	﹤0.01%	1208
2025 Q4	$2.04K	Sell	127 -61	-32%	-$1.07K	﹤0.01%	1168
2025 Q3	$3.6K	Sell	188 -29	-13%	-$520	﹤0.01%	945
2025 Q2	$3.8K	Sell	217 -16	-7%	-$284	﹤0.01%	894
2025 Q1	$4.71K	Sell	233 -138	-37%	-$2.79K	﹤0.01%	746
2024 Q4	$7.52K	Sell	371 -1,050	-74%	-$22.8K	﹤0.01%	713
2024 Q3	$32.5K	Buy	1,421 +1,275	+873%	+$27.5K	0.01%	316
2024 Q2	$2.86K	Buy	146 +14	+11%	+$267	﹤0.01%	738
2024 Q1	$2.48K	Buy	+132	New	+$2.4K	﹤0.01%	782

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