Greenleaf Trust’s Healthpeak Properties DOC Stock Holding History

Greenleaf Trust’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
2025 Q2	–	Sell	-13,645	Closed	-$276K	–	811
2025 Q1	$276K	Buy	13,645 +351	+3%	+$7.1K	﹤0.01%	672
2024 Q4	$269K	Sell	13,294 -5,668	-30%	-$123K	﹤0.01%	689
2024 Q3	$434K	Buy	18,962 +115	+0.6%	+$2.48K	﹤0.01%	549
2024 Q2	$369K	Buy	+18,847	New	+$360K	﹤0.01%	553
2022 Q2	–	Sell	-8,625	Closed	-$296K	–	734
2022 Q1	$296K	Sell	8,625 -1,079	-11%	-$36.3K	﹤0.01%	598
2021 Q4	$350K	Sell	9,704 -172	-2%	-$5.93K	﹤0.01%	548
2021 Q3	$331K	Buy	9,876 +867	+10%	+$30.7K	﹤0.01%	539
2021 Q2	$300K	Buy	9,009 +616	+7%	+$20.7K	﹤0.01%	575
2021 Q1	$266K	Buy	8,393 +1,490	+22%	+$45.3K	﹤0.01%	590
2020 Q4	$209K	Buy	+6,903	New	+$201K	﹤0.01%	587
2020 Q1	–	Sell	-6,459	Closed	-$223K	–	513
2019 Q4	$223K	Buy	6,459 +506	+8%	+$17.7K	﹤0.01%	487
2019 Q3	$212K	Buy	+5,953	New	+$201K	﹤0.01%	508

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return