Zurich Insurance Group’s Healthpeak Properties DOC Stock Holding History

Zurich Insurance Group’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 Q1	–	Sell	-1,185,069	Closed	-$24M	–	273
2024 Q4	$24M	Sell	1,185,069 -598,144	-34%	-$13M	0.2%	116
2024 Q3	$40.8M	Sell	1,783,213 -653,237	-27%	-$14.1M	0.35%	88
2024 Q2	$47.8M	Buy	+2,436,450	New	+$46.5M	0.41%	70
2019 Q4	–	Sell	-459,893	Closed	-$16.4M	–	301
2019 Q3	$16.4M	Buy	+459,893	New	+$15.5M	0.31%	79
2017 Q4	–	Sell	-56,076	Closed	-$1.56M	–	578
2017 Q3	$1.56M	Sell	56,076 -21,404	-28%	-$644K	0.04%	435
2017 Q2	$2.48M	Sell	77,480 -32,558	-30%	-$1.03M	0.07%	331
2017 Q1	$3.44M	Buy	110,038 +47,679	+76%	+$1.46M	0.1%	249
2016 Q4	$1.85M	Buy	+62,359	New	+$1.9M	0.06%	337

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Zurich Insurance Group's DOC Position: Q1 2025 in Review

Zurich Insurance Group sold out of Healthpeak Properties (DOC) in Q1 2025, closing a stake of 1,185,069 shares — an estimated $24M sold.

Zurich Insurance Group first reported a position in DOC in Q4 2016 and held it in 8 quarters. The position peaked at $47.8M in Q2 2024. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2025.

Zurich Insurance Group reported no remaining Healthpeak Properties position as of Q1 2025 after selling out during the quarter.
Zurich Insurance Group sold 1,185,069 Healthpeak Properties shares in Q1 2025, an estimated $24M.
Zurich Insurance Group first reported a position in Healthpeak Properties in Q4 2016 and held it in 8 quarters.
Zurich Insurance Group's Healthpeak Properties position peaked at $47.8M in Q2 2024.
756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2025.

Based on Zurich Insurance Group's 13F filing for Q1 2025, filed 15 May 2025.