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Applied Finance Capital Management’s Healthpeak Properties DOC Stock Holding History

Applied Finance 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
-13,893
Closed -$266K – 247
2025
Q3 		$266K Sell
13,893
-3,755
-21% -$67.3K 0.02% 241
2025
Q2 		$309K Hold
17,648
– – 0.02% 246
2025
Q1 		$357K Buy
17,648
+577
+3% +$11.7K 0.03% 225
2024
Q4 		$346K Hold
17,071
– – 0.02% 234
2024
Q3 		$390K Buy
17,071
+1,714
+11% +$36.9K 0.02% 227
2024
Q2 		$301K Buy
+15,357
New +$293K 0.01% 253

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Applied Finance Capital Management's DOC Position: Q4 2025 in Review

Applied Finance Capital Management sold out of Healthpeak Properties (DOC) in Q4 2025, closing a stake of 13,893 shares — an estimated $266K sold.

Applied Finance Capital Management first reported a position in DOC in Q2 2024 and held it in 6 quarters. The position peaked at $390K in Q3 2024. 771 funds tracked by Wall St. Rank hold DOC as of Q4 2025.

  • Applied Finance Capital Management reported no remaining Healthpeak Properties position as of Q4 2025 after selling out during the quarter.
  • Applied Finance Capital Management sold 13,893 Healthpeak Properties shares in Q4 2025, an estimated $266K.
  • Applied Finance Capital Management first reported a position in Healthpeak Properties in Q2 2024 and held it in 6 quarters.
  • Applied Finance Capital Management's Healthpeak Properties position peaked at $390K in Q3 2024.
  • 771 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2025.

Based on Applied Finance Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.