IEQ Capital’s Healthpeak Properties DOC Stock Holding History

IEQ Capital’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	-56,151	Closed	-$1.14M	–	1867
2025 Q1	$1.14M	Buy	56,151 +4,323	+8%	+$87.4K	0.01%	719
2024 Q4	$1.05M	Buy	51,828 +1,674	+3%	+$36.3K	0.01%	648
2024 Q3	$1.15M	Buy	50,154 +2,715	+6%	+$58.5K	0.01%	502
2024 Q2	$930K	Buy	47,439 +12,997	+38%	+$248K	0.01%	495
2024 Q1	$646K	Buy	34,442 +10,671	+45%	+$194K	0.01%	557
2023 Q4	$471K	Buy	23,771 +3,501	+17%	+$61.6K	0.01%	597
2023 Q3	$372K	Buy	20,270 +3,752	+23%	+$77K	0.01%	659
2023 Q2	$332K	Buy	16,518 +2,283	+16%	+$47.4K	0.01%	638
2023 Q1	$313K	Buy	+14,235	New	+$353K	0.01%	702
2022 Q4	–	Sell	-29,017	Closed	-$665K	–	835
2022 Q3	$665K	Buy	29,017 +3,501	+14%	+$92.5K	0.02%	466
2022 Q2	$661K	Buy	25,516 +18,900	+286%	+$573K	0.02%	404
2022 Q1	$227K	Buy	+6,616	New	+$223K	0.01%	723

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