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AE Wealth Management’s Healthpeak Properties DOC Stock Holding History

AE 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
Q2 		– Sell
-12,202
Closed -$247K – 2184
2025
Q1 		$247K Buy
12,202
+775
+7% +$15.7K ﹤0.01% 1181
2024
Q4 		$232K Sell
11,427
-89
-0.8% -$1.93K ﹤0.01% 1212
2024
Q3 		$263K Buy
11,516
+480
+4% +$10.3K ﹤0.01% 1076
2024
Q2 		$216K Buy
+11,036
New +$211K ﹤0.01% 1140
2024
Q1 		– Sell
-51,649
Closed -$1M – 1353
2023
Q4 		$1M Buy
51,649
+25,695
+99% +$452K 0.01% 1154
2023
Q3 		$477K Sell
25,954
-9,630
-27% -$198K ﹤0.01% 1411
2023
Q2 		$715K Buy
+35,584
New +$739K ﹤0.01% 1224
2023
Q1 		– Sell
-8,427
Closed -$211K – 1906
2022
Q4 		$211K Buy
+8,427
New +$205K ﹤0.01% 1656
2022
Q3 		– Sell
-8,042
Closed -$208K – 1778
2022
Q2 		$208K Buy
8,042
+181
+2% +$5.48K ﹤0.01% 1581
2022
Q1 		$270K Buy
7,861
+531
+7% +$17.9K ﹤0.01% 1467
2021
Q4 		$265K Sell
7,330
-2,105
-22% -$72.6K ﹤0.01% 1495
2021
Q3 		$316K Sell
9,435
-1,012
-10% -$35.8K ﹤0.01% 1345
2021
Q2 		$348K Sell
10,447
-236
-2% -$7.92K ﹤0.01% 1283
2021
Q1 		$339K Buy
10,683
+1,012
+10% +$30.7K ﹤0.01% 1208
2020
Q4 		$292K Sell
9,671
-167
-2% -$4.86K ﹤0.01% 1153
2020
Q3 		$267K Buy
9,838
+1,687
+21% +$46.2K ﹤0.01% 1079
2020
Q2 		$225K Buy
+8,151
New +$208K ﹤0.01% 1117
2020
Q1 		– Sell
-8,343
Closed -$288K – 1143
2019
Q4 		$288K Buy
8,343
+2,022
+32% +$70.7K 0.01% 917
2019
Q3 		$225K Buy
+6,321
New +$213K 0.01% 890

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 $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AE Wealth Management's DOC Position: Q2 2025 in Review

AE Wealth Management sold out of Healthpeak Properties (DOC) in Q2 2025, closing a stake of 12,202 shares — an estimated $247K sold.

AE Wealth Management first reported a position in DOC in Q3 2019 and held it in 19 quarters. The position peaked at $1M in Q4 2023. 732 funds tracked by Wall St. Rank hold DOC as of Q2 2025.

  • AE Wealth Management reported no remaining Healthpeak Properties position as of Q2 2025 after selling out during the quarter.
  • AE Wealth Management sold 12,202 Healthpeak Properties shares in Q2 2025, an estimated $247K.
  • AE Wealth Management first reported a position in Healthpeak Properties in Q3 2019 and held it in 19 quarters.
  • AE Wealth Management's Healthpeak Properties position peaked at $1M in Q4 2023.
  • 732 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.