AF
DOC icon

Atala Financial’s Healthpeak Properties DOC Stock Holding History

Atala Financial’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
-421
Closed -$8.51K – 204
2025
Q1 		$8.51K Hold
421
– – 0.01% 338
2024
Q4 		$8.53K Buy
+421
New +$9.12K 0.01% 348

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
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

Atala Financial's DOC Position: Q2 2025 in Review

Atala Financial sold out of Healthpeak Properties (DOC) in Q2 2025, closing a stake of 421 shares — an estimated $8.51K sold.

Atala Financial first reported a position in DOC in Q4 2024 and held it in 2 quarters. The position peaked at $8.53K in Q4 2024. 732 funds tracked by Wall St. Rank hold DOC as of Q2 2025.

  • Atala Financial reported no remaining Healthpeak Properties position as of Q2 2025 after selling out during the quarter.
  • Atala Financial sold 421 Healthpeak Properties shares in Q2 2025, an estimated $8.51K.
  • Atala Financial first reported a position in Healthpeak Properties in Q4 2024 and held it in 2 quarters.
  • Atala Financial's Healthpeak Properties position peaked at $8.53K in Q4 2024.
  • 732 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.