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Swan Capital’s Healthpeak Properties DOC Stock Holding History

Swan 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
2026
Q1 		$4.35K Hold
265
– – ﹤0.01% 278
2025
Q4 		$4.26K Hold
265
– – ﹤0.01% 251
2025
Q3 		$5.08K Hold
265
– – ﹤0.01% 225
2025
Q2 		$4.64K Hold
265
– – ﹤0.01% 244
2025
Q1 		$5.36K Hold
265
– – ﹤0.01% 187
2024
Q4 		$5.37K Hold
265
– – ﹤0.01% 166
2024
Q3 		$6.06K Hold
265
– – ﹤0.01% 164
2024
Q2 		$5.19K Buy
+265
New +$5.06K ﹤0.01% 165

Other funds holding DOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DAM
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