Moisand Fitzgerald Tamayo’s Healthpeak Properties DOC Stock Holding History

Moisand Fitzgerald Tamayo’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 Q2	$6.42K	Hold	300	–	–	﹤0.01%	413
2026 Q1	$4.93K	Buy	+300	New	+$5.14K	﹤0.01%	410
2024 Q3	–	Sell	-104	Closed	-$2.04K	–	627
2024 Q2	$2.04K	Hold	104	–	–	﹤0.01%	501
2024 Q1	$1.95K	Hold	104	–	–	﹤0.01%	493
2023 Q4	$2.06K	Hold	104	–	–	﹤0.01%	531
2023 Q3	$1.91K	Hold	104	–	–	﹤0.01%	571
2023 Q2	$2.09K	Hold	104	–	–	﹤0.01%	539
2023 Q1	$2.29K	Sell	104 -29	-22%	-$719	﹤0.01%	531
2022 Q4	$3.33K	Sell	133 -16	-11%	-$389	﹤0.01%	458
2022 Q3	$3K	Buy	149 +45	+43%	+$1.19K	﹤0.01%	429
2022 Q2	$3K	Buy	+104	New	+$3.15K	﹤0.01%	363
2018 Q2	–	Sell	-260	Closed	-$6K	–	291
2018 Q1	$6K	Hold	260	–	–	﹤0.01%	234
2017 Q4	$7K	Hold	260	–	–	﹤0.01%	204
2017 Q3	$7K	Buy	+260	New	+$7.82K	﹤0.01%	222
2016 Q2	–	Sell	-285	Closed	-$8K	–	89
2016 Q1	$8K	Hold	285	–	–	0.01%	163
2015 Q4	$10K	Buy	+285	New	+$9.54K	0.01%	147

Other funds holding DOC

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return