Global Financial Private Client’s Healthpeak Properties DOC Stock Holding History

Global Financial Private Client’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
2023 Q4	–	Sell	-22	Closed	-$392	–	693
2023 Q3	$392	Hold	22	–	–	﹤0.01%	659
2023 Q2	$453	Hold	22	–	–	﹤0.01%	650
2023 Q1	$478	Hold	22	–	–	﹤0.01%	655
2022 Q4	$552	Hold	22	–	–	﹤0.01%	640
2022 Q3	$523	Hold	22	–	–	﹤0.01%	615
2022 Q2	$585	Hold	22	–	–	﹤0.01%	602
2022 Q1	$770	Hold	22	–	–	﹤0.01%	601
2021 Q4	$794	Hold	22	–	–	﹤0.01%	594
2021 Q3	$746	Hold	22	–	–	﹤0.01%	550
2021 Q2	$733	Hold	22	–	–	﹤0.01%	560
2021 Q1	$720	Hold	22	–	–	﹤0.01%	531
2020 Q4	$665	Buy	+22	New	+$640	﹤0.01%	515

Other funds holding DOC

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return