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Annex Advisory Services’s Healthpeak Properties DOC Stock Holding History

Annex 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
Q1 		– Sell
-15,790
Closed -$320K – 316
2024
Q4 		$320K Hold
15,790
– – 0.01% 246
2024
Q3 		$361K Hold
15,790
– – 0.01% 215
2024
Q2 		$309K Sell
15,790
-100,000
-86% -$1.91M 0.01% 222
2024
Q1 		$2.17M Buy
+115,790
New +$2.1M 0.08% 100

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Annex Advisory Services's DOC Position: Q1 2025 in Review

Annex Advisory Services sold out of Healthpeak Properties (DOC) in Q1 2025, closing a stake of 15,790 shares — an estimated $320K sold.

Annex Advisory Services first reported a position in DOC in Q1 2024 and held it in 4 quarters. The position peaked at $2.17M in Q1 2024. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2025.

  • Annex Advisory Services reported no remaining Healthpeak Properties position as of Q1 2025 after selling out during the quarter.
  • Annex Advisory Services sold 15,790 Healthpeak Properties shares in Q1 2025, an estimated $320K.
  • Annex Advisory Services first reported a position in Healthpeak Properties in Q1 2024 and held it in 4 quarters.
  • Annex Advisory Services's Healthpeak Properties position peaked at $2.17M in Q1 2024.
  • 756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2025.

Based on Annex Advisory Services's 13F filing for Q1 2025, filed 11 Apr 2025.