Abich Financial Wealth Management’s Healthpeak Properties DOC Stock Holding History

Abich Financial Wealth 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
2025 Q3	$241K	Buy	+12,568	New	+$225K	0.09%	108
2024 Q3	–	Sell	-58	Closed	-$1.14K	–	500
2024 Q2	$1.14K	Sell	58 -3,666	-98%	-$70K	﹤0.01%	591
2024 Q1	$69.8K	Buy	3,724 +833	+29%	+$15.1K	0.05%	111
2023 Q4	$57.2K	Buy	+2,891	New	+$50.9K	0.05%	96

Other funds holding DOC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Abich Financial Wealth Management's DOC Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Healthpeak Properties (DOC) in Q3 2025: 12,568 shares worth $241K. The stake represents 0.09% of the portfolio and ranks #108 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in DOC as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in DOC in Q4 2023 and has held it in 4 quarters since. 751 funds tracked by Wall St. Rank hold DOC as of Q3 2025.

Abich Financial Wealth Management held 12,568 shares of Healthpeak Properties worth $241K as of Q3 2025.
Healthpeak Properties was a new Abich Financial Wealth Management position in Q3 2025.
Healthpeak Properties made up 0.09% of Abich Financial Wealth Management's portfolio in Q3 2025, its #108 holding.
Abich Financial Wealth Management first reported a position in Healthpeak Properties in Q4 2023 and has held it in 4 quarters since.
751 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.