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Prime Capital Investment Advisors’s Healthpeak Properties DOC Stock Holding History

Prime Capital Investment Advisors’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
-13,350
Closed -$270K – 999
2025
Q1 		$270K Buy
13,350
+2,589
+24% +$52.4K ﹤0.01% 873
2024
Q4 		$218K Buy
10,761
+47
+0.4% +$1.02K ﹤0.01% 831
2024
Q3 		$245K Buy
10,714
+258
+2% +$5.56K ﹤0.01% 797
2024
Q2 		$205K Buy
+10,456
New +$200K ﹤0.01% 849
2019
Q3 		– Sell
-1,596
Closed -$51K – 611
2019
Q2 		$51K Buy
+1,596
New +$49.6K 0.01% 242
2019
Q1 		– Sell
-1,320
Closed -$37K – 340
2018
Q4 		$37K Buy
+1,320
New +$36.5K 0.01% 183

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return