Moody National Bank Trust Division’s Healthpeak Properties DOC Stock Holding History

Moody National Bank Trust Division’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
2024 Q3	–	Sell	-26,430	Closed	-$518K	–	467
2024 Q2	$518K	Hold	26,430	–	–	0.04%	309
2024 Q1	$496K	Buy	+26,430	New	+$480K	0.04%	330
2023 Q4	–	Sell	-13,676	Closed	-$251K	–	538
2023 Q3	$251K	Hold	13,676	–	–	0.02%	537
2023 Q2	$275K	Buy	13,676 +661	+5%	+$13.7K	0.02%	535
2023 Q1	$286K	Sell	13,015 -1,507	-10%	-$37.4K	0.02%	515
2022 Q4	$364K	Buy	14,522 +1,507	+12%	+$36.6K	0.03%	440
2022 Q3	$299K	Hold	13,015	–	–	0.03%	466
2022 Q2	$337K	Sell	13,015 -15,460	-54%	-$468K	0.04%	376
2022 Q1	$977K	Sell	28,475 -1,325	-4%	-$44.6K	0.03%	216
2021 Q4	$1.07M	Sell	29,800 -8,000	-21%	-$276K	0.03%	214
2021 Q3	$1.27M	Sell	37,800 -40	-0.1%	-$1.42K	0.02%	265
2021 Q2	$1.26M	Sell	37,840 -75	-0.2%	-$2.52K	0.03%	268
2021 Q1	$1.2M	Hold	37,915	–	–	0.03%	267
2020 Q4	$1.15M	Hold	37,915	–	–	0.03%	258
2020 Q3	$1.03M	Hold	37,915	–	–	0.03%	243
2020 Q2	$1.04M	Sell	37,915 -629	-2%	-$16.1K	0.03%	237
2020 Q1	$919K	Buy	+38,544	New	+$1.26M	0.03%	227
2019 Q4	–	Sell	-38,544	Closed	-$1.37M	–	355
2019 Q3	$1.37M	Hold	38,544	–	–	0.04%	215
2019 Q2	$1.23M	Sell	38,544 -377	-1%	-$11.7K	0.03%	220
2019 Q1	$1.22M	Buy	38,921 +329	+0.9%	+$10K	0.03%	225
2018 Q4	$1.08M	Buy	38,592 +477	+1%	+$13.2K	0.03%	223
2018 Q3	$1M	Buy	38,115 +27,540	+260%	+$724K	0.03%	234
2018 Q2	$273K	Hold	10,575	–	–	0.01%	235
2018 Q1	$246K	Hold	10,575	–	–	0.01%	232
2017 Q4	$276K	Hold	10,575	–	–	0.01%	229
2017 Q3	$295K	Sell	10,575 -4,300	-29%	-$129K	0.01%	223
2017 Q2	$476K	Hold	14,875	–	–	0.02%	182
2017 Q1	$466K	Hold	14,875	–	–	0.02%	180
2016 Q4	$442K	Sell	14,875 -1,458	-9%	-$44.4K	0.02%	168
2016 Q3	$564K	Hold	16,333	–	–	0.03%	134
2016 Q2	$526K	Hold	16,333	–	–	0.03%	148
2016 Q1	$484K	Hold	16,333	–	–	0.03%	150
2015 Q4	$569K	Hold	16,333	–	–	0.04%	118
2015 Q3	$554K	Hold	16,333	–	–	0.04%	118
2015 Q2	$543K	Hold	16,333	–	–	0.04%	140
2015 Q1	$643K	Hold	16,333	–	–	0.05%	119
2014 Q4	$655K	Hold	16,333	–	–	0.04%	127
2014 Q3	$590K	Hold	16,333	–	–	0.04%	127
2014 Q2	$616K	Hold	16,333	–	–	0.04%	131
2014 Q1	$577K	Sell	16,333 -110	-0.7%	-$3.8K	0.04%	132
2013 Q4	$544K	Buy	16,443 +851	+5%	+$30.3K	0.04%	141
2013 Q3	$582K	Hold	15,592	–	–	0.05%	120
2013 Q2	$646K	Buy	+15,592	New	+$711K	0.05%	96

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Moody National Bank Trust Division's DOC Position: Q3 2024 in Review

Moody National Bank Trust Division sold out of Healthpeak Properties (DOC) in Q3 2024, closing a stake of 26,430 shares — an estimated $518K sold.

Moody National Bank Trust Division first reported a position in DOC in Q2 2013 and held it in 43 quarters. The position peaked at $1.37M in Q3 2019. 734 funds tracked by Wall St. Rank hold DOC as of Q3 2024.

Moody National Bank Trust Division reported no remaining Healthpeak Properties position as of Q3 2024 after selling out during the quarter.
Moody National Bank Trust Division sold 26,430 Healthpeak Properties shares in Q3 2024, an estimated $518K.
Moody National Bank Trust Division first reported a position in Healthpeak Properties in Q2 2013 and held it in 43 quarters.
Moody National Bank Trust Division's Healthpeak Properties position peaked at $1.37M in Q3 2019.
734 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2024.

Based on Moody National Bank Trust Division's 13F filing for Q3 2024, filed 3 Oct 2024.