ACM
DOC icon

Adelante Capital Management’s Healthpeak Properties DOC Stock Holding History

Adelante Capital 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
Q4 		– Sell
-1,305,556
Closed -$26.5M – 43
2025
Q3 		$26.5M Buy
1,305,556
+533,970
+69% +$9.57M 1.77% 19
2025
Q2 		$13.5M Sell
771,586
-417,483
-35% -$7.41M 0.99% 29
2025
Q1 		$24M Buy
1,189,069
+1,163,017
+4,464% +$23.5M 1.82% 20
2024
Q4 		$528K Sell
26,052
-811,687
-97% -$17.6M 0.03% 45
2024
Q3 		$19.2M Buy
+837,739
New +$18.1M 1.24% 22
2024
Q1 		– Sell
-439
Closed -$9K – 44
2023
Q4 		$9K Buy
+439
New +$7.72K ﹤0.01% 41
2021
Q1 		– Sell
-808,013
Closed -$24.4M – 37
2020
Q4 		$24.4M Sell
808,013
-1,391,190
-63% -$40.5M 1.67% 19
2020
Q3 		$59.7M Sell
2,199,203
-365,676
-14% -$10M 3.51% 10
2020
Q2 		$68.1M Sell
2,564,879
-174,395
-6% -$4.45M 4.02% 6
2020
Q1 		$65.3M Sell
2,739,274
-136,992
-5% -$4.46M 4.15% 6
2019
Q4 		$99.1M Buy
2,876,266
+241,279
+9% +$8.44M 4.91% 6
2019
Q3 		$93.9M Buy
2,634,987
+29,937
+1% +$1.01M 4.58% 6
2019
Q2 		$83.3M Buy
2,605,050
+746,137
+40% +$23.2M 4.29% 9
2019
Q1 		$58.2M Buy
+1,858,913
New +$56.6M 2.85% 14
2015
Q3 		– Sell
-1,416,265
Closed -$47M – 44
2015
Q2 		$47M Sell
1,416,265
-179,714
-11% -$6.54M 2.36% 18
2015
Q1 		$62.8M Sell
1,595,979
-177,052
-10% -$7.11M 2.88% 11
2014
Q4 		$71.1M Sell
1,773,031
-431,632
-20% -$17.1M 3.27% 10
2014
Q3 		$79.7M Sell
2,204,663
-483,830
-18% -$18.3M 4.04% 9
2014
Q2 		$101M Sell
2,688,493
-30,841
-1% -$1.16M 5.39% 4
2014
Q1 		$96.1M Sell
2,719,334
-87,307
-3% -$3.01M 5.29% 4
2013
Q4 		$92.8M Buy
2,806,641
+232,037
+9% +$8.27M 5.47% 3
2013
Q3 		$96M Sell
2,574,604
-41,433
-2% -$1.62M 5.64% 5
2013
Q2 		$108M Buy
+2,616,037
New +$119M 6.06% 4

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Adelante Capital Management's DOC Position: Q4 2025 in Review

Adelante Capital Management sold out of Healthpeak Properties (DOC) in Q4 2025, closing a stake of 1,305,556 shares — an estimated $26.5M sold.

Adelante Capital Management first reported a position in DOC in Q2 2013 and held it in 23 quarters. The position peaked at $108M in Q2 2013. 769 funds tracked by Wall St. Rank hold DOC as of Q4 2025.

  • Adelante Capital Management reported no remaining Healthpeak Properties position as of Q4 2025 after selling out during the quarter.
  • Adelante Capital Management sold 1,305,556 Healthpeak Properties shares in Q4 2025, an estimated $26.5M.
  • Adelante Capital Management first reported a position in Healthpeak Properties in Q2 2013 and held it in 23 quarters.
  • Adelante Capital Management's Healthpeak Properties position peaked at $108M in Q2 2013.
  • 769 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2025.

Based on Adelante Capital Management's 13F filing for Q4 2025, filed 18 Feb 2026.