HTLF Bank’s Healthpeak Properties DOC Stock Holding History

HTLF Bank’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
2024 Q2	–	Sell	-24,507	Closed	-$460K	–	250
2024 Q1	$460K	Buy	+24,507	New	+$445K	0.05%	150

Other funds holding DOC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

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

HTLF Bank's DOC Position: Q2 2024 in Review

HTLF Bank sold out of Healthpeak Properties (DOC) in Q2 2024, closing a stake of 24,507 shares — an estimated $460K sold.

HTLF Bank first reported a position in DOC in Q1 2024 and held it in 1 quarter. The position peaked at $460K in Q1 2024. 707 funds tracked by Wall St. Rank hold DOC as of Q2 2024.

HTLF Bank reported no remaining Healthpeak Properties position as of Q2 2024 after selling out during the quarter.
HTLF Bank sold 24,507 Healthpeak Properties shares in Q2 2024, an estimated $460K.
HTLF Bank first reported a position in Healthpeak Properties in Q1 2024 and held it in 1 quarter.
HTLF Bank's Healthpeak Properties position peaked at $460K in Q1 2024.
707 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2024.

Based on HTLF Bank's 13F filing for Q2 2024, filed 23 Jul 2024.