AWM
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Arista Wealth Management’s Healthpeak Properties DOC Stock Holding History

Arista 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
Q4 		– Sell
-15,926
Closed -$305K – 272
2025
Q3 		$305K Sell
15,926
-465
-3% -$8.34K 0.04% 204
2025
Q2 		$287K Buy
+16,391
New +$291K 0.04% 189

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

Arista Wealth Management's DOC Position: Q4 2025 in Review

Arista Wealth Management sold out of Healthpeak Properties (DOC) in Q4 2025, closing a stake of 15,926 shares — an estimated $305K sold.

Arista Wealth Management first reported a position in DOC in Q2 2025 and held it in 2 quarters. The position peaked at $305K in Q3 2025. 771 funds tracked by Wall St. Rank hold DOC as of Q4 2025.

  • Arista Wealth Management reported no remaining Healthpeak Properties position as of Q4 2025 after selling out during the quarter.
  • Arista Wealth Management sold 15,926 Healthpeak Properties shares in Q4 2025, an estimated $305K.
  • Arista Wealth Management first reported a position in Healthpeak Properties in Q2 2025 and held it in 2 quarters.
  • Arista Wealth Management's Healthpeak Properties position peaked at $305K in Q3 2025.
  • 771 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2025.

Based on Arista Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.