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Algert Global’s Healthpeak Properties DOC Stock Holding History

Algert Global’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
-186,170
Closed -$3.76M – 1209
2025
Q1 		$3.76M Sell
186,170
-25,446
-12% -$515K 0.09% 368
2024
Q4 		$4.29M Buy
+211,616
New +$4.59M 0.1% 333
2024
Q1 		– Sell
-29,719
Closed -$588K – 1124
2023
Q4 		$588K Buy
29,719
+15,812
+114% +$278K 0.02% 771
2023
Q3 		$255K Sell
13,907
-4,980
-26% -$102K 0.01% 916
2023
Q2 		$380K Buy
+18,887
New +$392K 0.02% 863

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
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

Algert Global's DOC Position: Q2 2025 in Review

Algert Global sold out of Healthpeak Properties (DOC) in Q2 2025, closing a stake of 186,170 shares — an estimated $3.76M sold.

Algert Global first reported a position in DOC in Q2 2023 and held it in 5 quarters. The position peaked at $4.29M in Q4 2024. 732 funds tracked by Wall St. Rank hold DOC as of Q2 2025.

  • Algert Global reported no remaining Healthpeak Properties position as of Q2 2025 after selling out during the quarter.
  • Algert Global sold 186,170 Healthpeak Properties shares in Q2 2025, an estimated $3.76M.
  • Algert Global first reported a position in Healthpeak Properties in Q2 2023 and held it in 5 quarters.
  • Algert Global's Healthpeak Properties position peaked at $4.29M in Q4 2024.
  • 732 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2025.

Based on Algert Global's 13F filing for Q2 2025, filed 14 Aug 2025.