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Atria Wealth Solutions’s Healthpeak Properties DOC Stock Holding History

Atria Wealth Solutions’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
-68,190
Closed -$1.38M – 1563
2025
Q1 		$1.38M Buy
68,190
+901
+1% +$18.2K 0.02% 766
2024
Q4 		$1.36M Buy
67,289
+4,162
+7% +$90.2K 0.01% 802
2024
Q3 		$1.44M Buy
63,127
+13,418
+27% +$289K 0.02% 769
2024
Q2 		$974K Sell
49,709
-13,099
-21% -$250K 0.01% 909
2024
Q1 		$1.18M Buy
62,808
+38,160
+155% +$693K 0.01% 837
2023
Q4 		$488K Sell
24,648
-474
-2% -$8.34K 0.01% 1225
2023
Q3 		$461K Sell
25,122
-333
-1% -$6.84K 0.01% 1166
2023
Q2 		$512K Buy
25,455
+78
+0.3% +$1.62K 0.01% 1148
2023
Q1 		$558K Buy
25,377
+1,720
+7% +$42.6K 0.01% 1066
2022
Q4 		$593K Sell
23,657
-41,708
-64% -$1.01M 0.01% 992
2022
Q3 		$1.5M Buy
65,365
+3,733
+6% +$98.6K 0.03% 580
2022
Q2 		$1.6M Sell
61,632
-996
-2% -$30.2K 0.03% 518
2022
Q1 		$2.15M Buy
+62,628
New +$2.11M 0.04% 466

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 $3.37T AUM 44.26% 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

Atria Wealth Solutions's DOC Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Healthpeak Properties (DOC) in Q2 2025, closing a stake of 68,190 shares — an estimated $1.38M sold.

Atria Wealth Solutions first reported a position in DOC in Q1 2022 and held it in 13 quarters. The position peaked at $2.15M in Q1 2022. 732 funds tracked by Wall St. Rank hold DOC as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Healthpeak Properties position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 68,190 Healthpeak Properties shares in Q2 2025, an estimated $1.38M.
  • Atria Wealth Solutions first reported a position in Healthpeak Properties in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Healthpeak Properties position peaked at $2.15M in Q1 2022.
  • 732 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.