MIC
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Meridian Investment Counsel’s Healthpeak Properties DOC Stock Holding History

Meridian Investment Counsel’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 		$2.63M Buy
159,891
+7,543
+5% +$129K 0.63% 49
2025
Q4 		$2.45M Buy
152,348
+3,638
+2% +$64.1K 0.59% 52
2025
Q3 		$2.85M Buy
148,710
+26,303
+21% +$472K 0.7% 38
2025
Q2 		$2.14M Buy
122,407
+298
+0.2% +$5.29K 0.58% 53
2025
Q1 		$2.47M Buy
122,109
+9,198
+8% +$186K 0.73% 39
2024
Q4 		$2.29M Sell
112,911
-2,097
-2% -$45.4K 0.68% 39
2024
Q3 		$2.63M Sell
115,008
-5,693
-5% -$123K 0.8% 33
2024
Q2 		$2.37M Buy
120,701
+13,517
+13% +$258K 0.75% 35
2024
Q1 		$2.01M Buy
+107,184
New +$1.95M 0.67% 44

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