HBW
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Hazlett, Burt & Watson’s Healthpeak Properties DOC Stock Holding History

Hazlett, Burt & Watson’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 		$4K Sell
250
-550
-69% -$9.43K ﹤0.01% 788
2025
Q4 		$13K Hold
800
– – ﹤0.01% 662
2025
Q3 		$16K Hold
800
– – 0.01% 603
2025
Q2 		$13K Hold
800
– – 0.01% 546
2025
Q1 		$16K Hold
800
– – 0.01% 524
2024
Q4 		$16K Hold
800
– – 0.01% 487
2024
Q3 		$19K Hold
800
– – 0.01% 468
2024
Q2 		$16K Hold
800
– – 0.01% 476
2024
Q1 		$16K Hold
800
– – 0.01% 462
2023
Q4 		$16K Hold
800
– – 0.01% 443
2023
Q3 		$16K Buy
+800
New +$16.4K 0.01% 438

Other funds holding DOC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DAM
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