Machina Capital’s Healthpeak Properties DOC Stock Holding History

Machina 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	-37,160	Closed	-$751K	–	336
2025 Q1	$751K	Buy	37,160 +14,336	+63%	+$290K	0.22%	152
2024 Q4	$463K	Sell	22,824 -2,826	-11%	-$61.2K	0.19%	176
2024 Q3	$587K	Buy	+25,650	New	+$553K	0.23%	151
2024 Q1	–	Sell	-21,531	Closed	-$426K	–	272
2023 Q4	$426K	Buy	21,531 +5,241	+32%	+$92.2K	0.28%	141
2023 Q3	$299K	Buy	16,290 +303	+2%	+$6.22K	0.17%	206
2023 Q2	$321K	Buy	+15,987	New	+$332K	0.18%	195
2022 Q1	–	Sell	-6,600	Closed	-$238K	–	143
2021 Q4	$238K	Buy	+6,600	New	+$228K	0.57%	96
2021 Q3	–	Sell	-9,231	Closed	-$307K	–	150
2021 Q2	$307K	Buy	+9,231	New	+$310K	0.52%	91
2019 Q2	–	Sell	-11,910	Closed	-$373K	–	519
2019 Q1	$373K	Buy	+11,910	New	+$363K	0.15%	189

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 $1.02T AUM 30.18% 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