AAS
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Ameritas Advisory Services’s Healthpeak Properties DOC Stock Holding History

Ameritas Advisory Services’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
-184
Closed -$3.52K – 1219
2025
Q3 		$3.52K Sell
184
-143
-44% -$2.56K ﹤0.01% 1904
2025
Q2 		$5.73K Buy
+327
New +$5.81K ﹤0.01% 2202
2023
Q2 		– Sell
-1,021
Closed -$22K – 1032
2023
Q1 		$22K Buy
+1,021
New +$25.3K ﹤0.01% 1593

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $187B AUM 18.48% 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

Ameritas Advisory Services's DOC Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Healthpeak Properties (DOC) in Q4 2025, closing a stake of 184 shares — an estimated $3.52K sold.

Ameritas Advisory Services first reported a position in DOC in Q1 2023 and held it in 3 quarters. The position peaked at $22K in Q1 2023. 768 funds tracked by Wall St. Rank hold DOC as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Healthpeak Properties position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 184 Healthpeak Properties shares in Q4 2025, an estimated $3.52K.
  • Ameritas Advisory Services first reported a position in Healthpeak Properties in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Healthpeak Properties position peaked at $22K in Q1 2023.
  • 768 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.