TFP
DOC icon

Tilia Fiduciary Partners’s Healthpeak Properties DOC Stock Holding History

Tilia Fiduciary Partners’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
2023
Q3 		– Sell
-700
Closed -$14.1K – 199
2023
Q2 		$14.1K Hold
700
– – 0.01% 340
2023
Q1 		$15.4K Hold
700
– – 0.01% 331
2022
Q4 		$17.5K Hold
700
– – 0.02% 304
2022
Q3 		$16K Hold
700
– – 0.02% 310
2022
Q2 		$18K Hold
700
– – 0.02% 311
2022
Q1 		$24K Hold
700
– – 0.02% 293
2021
Q4 		$25K Buy
+700
New +$24.1K 0.02% 294

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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return