MPM
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MBB Public Markets’s Healthpeak Properties DOC Stock Holding History

MBB Public Markets’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
Q3 		– Sell
-12,091
Closed -$212K – 164
2025
Q2 		$212K Sell
12,091
-2,849
-19% -$50.6K 0.02% 486
2025
Q1 		$302K Buy
+14,940
New +$302K 0.03% 428
2024
Q4 		– Sell
-14,940
Closed -$342K – 219
2024
Q3 		$342K Sell
14,940
-89,813
-86% -$1.94M 0.03% 233
2024
Q2 		$2.05M Sell
104,753
-367,800
-78% -$7.02M 0.04% 349
2024
Q1 		$8.86M Sell
472,553
-613,986
-57% -$11.2M 0.57% 37
2023
Q4 		$21.5M Buy
1,086,539
+234,732
+28% +$4.13M 1.33% 26
2023
Q3 		$15.6M Buy
851,807
+411,918
+94% +$8.46M 1.05% 30
2023
Q2 		$8.84M Buy
+439,889
New +$9.13M 0.5% 43

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return