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Savant Capital’s Healthpeak Properties DOC Stock Holding History

Savant Capital’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
-11,917
Closed -$241K – 1238
2025
Q1 		$241K Sell
11,917
-80,609
-87% -$1.63M ﹤0.01% 927
2024
Q4 		$1.88M Sell
92,526
-98
-0.1% -$2.12K 0.01% 459
2024
Q3 		$2.12M Buy
92,624
+5,322
+6% +$115K 0.02% 414
2024
Q2 		$1.71M Buy
+87,302
New +$1.67M 0.02% 427
2016
Q1 		– Sell
-6,604
Closed -$230K – 239
2015
Q4 		$230K Buy
+6,604
New +$221K 0.07% 200

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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