Rakuten Investment Management’s Healthpeak Properties DOC Stock Holding History

Rakuten Investment Management’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	$1.71M	Buy	103,147 +11,728	+13%	+$201K	﹤0.01%	392
2025 Q4	$1.47M	Buy	91,419 +90,749	+13,545%	+$1.6M	﹤0.01%	477
2025 Q3	$17.5K	Buy	+670	New	+$12K	﹤0.01%	621
2025 Q1	$1.29M	Buy	+63,937	New	+$1.29M	0.01%	464
2024 Q3	$901K	Buy	39,878 +9,832	+33%	+$212K	0.01%	363
2024 Q2	$578K	Buy	30,046 +11,010	+58%	+$210K	﹤0.01%	369
2024 Q1	$357K	Buy	19,036 +17,684	+1,308%	+$321K	﹤0.01%	381
2023 Q4	$27.3K	Buy	+1,352	New	+$23.8K	﹤0.01%	397

Other funds holding DOC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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