AC
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Avestar Capital’s Healthpeak Properties DOC Stock Holding History

Avestar Capital’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
-10,855
Closed -$220K – 507
2024
Q4 		$220K Buy
10,855
+55
+0.5% +$1.19K 0.02% 460
2024
Q3 		$247K Buy
+10,800
New +$233K 0.03% 402
2019
Q3 		– Sell
-114
Closed -$3K – 342
2019
Q2 		$3K Hold
114
– – ﹤0.01% 629
2019
Q1 		$3K Hold
114
– – ﹤0.01% 610
2018
Q4 		$3K Hold
114
– – ﹤0.01% 584
2018
Q3 		$1K Buy
114
+22
+24% +$578 ﹤0.01% 695
2018
Q2 		$1K Buy
92
+51
+124% +$1.2K ﹤0.01% 750
2018
Q1 		$0 Buy
+41
New +$952 ﹤0.01% 851

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
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

Avestar Capital's DOC Position: Q1 2025 in Review

Avestar Capital sold out of Healthpeak Properties (DOC) in Q1 2025, closing a stake of 10,855 shares — an estimated $220K sold.

Avestar Capital first reported a position in DOC in Q1 2018 and held it in 8 quarters. The position peaked at $247K in Q3 2024. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2025.

  • Avestar Capital reported no remaining Healthpeak Properties position as of Q1 2025 after selling out during the quarter.
  • Avestar Capital sold 10,855 Healthpeak Properties shares in Q1 2025, an estimated $220K.
  • Avestar Capital first reported a position in Healthpeak Properties in Q1 2018 and held it in 8 quarters.
  • Avestar Capital's Healthpeak Properties position peaked at $247K in Q3 2024.
  • 756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2025.

Based on Avestar Capital's 13F filing for Q1 2025, filed 14 May 2025.