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Avior Wealth Management’s Healthpeak Properties DOC Stock Holding History

Avior 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
Q1 		– Sell
-1,549
Closed -$31.4K – 1158
2024
Q4 		$31.4K Sell
1,549
-66
-4% -$1.43K ﹤0.01% 1297
2024
Q3 		$36.9K Buy
1,615
+66
+4% +$1.42K ﹤0.01% 1224
2024
Q2 		$30.4K Sell
1,549
-1,450
-48% -$27.7K ﹤0.01% 1255
2024
Q1 		$56.2K Buy
2,999
+2,800
+1,407% +$50.9K ﹤0.01% 1193
2023
Q4 		$3.94K Sell
199
-1,386
-87% -$24.4K ﹤0.01% 1212
2023
Q3 		$29.1K Buy
1,585
+19
+1% +$390 ﹤0.01% 876
2023
Q2 		$31.5K Sell
1,566
-146
-9% -$3.03K ﹤0.01% 855
2023
Q1 		$37.6K Buy
+1,712
New +$42.5K ﹤0.01% 839
2022
Q2 		– Sell
-389
Closed -$13K – 1102
2022
Q1 		$13K Buy
+389
New +$13.1K ﹤0.01% 791
2018
Q1 		– Sell
-1,500
Closed -$39K – 795
2017
Q4 		$39K Hold
1,500
– – 0.01% 499
2017
Q3 		$42K Hold
1,500
– – 0.01% 227
2017
Q2 		$48K Hold
1,500
– – 0.02% 196
2017
Q1 		$47K Hold
1,500
– – 0.02% 236
2016
Q4 		$45K Sell
1,500
-147
-9% -$4.48K 0.02% 221
2016
Q3 		$57K Hold
1,647
– – 0.02% 214
2016
Q2 		$53K Hold
1,647
– – 0.02% 206
2016
Q1 		$49K Hold
1,647
– – 0.02% 214
2015
Q4 		$57K Hold
1,647
– – 0.03% 170
2015
Q3 		$56K Hold
1,647
– – 0.03% 164
2015
Q2 		$55K Hold
1,647
– – 0.04% 128
2015
Q1 		$65K Hold
1,647
– – 0.05% 121
2014
Q4 		$66K Hold
1,647
– – 0.05% 117
2014
Q3 		$60K Hold
1,647
– – 0.05% 120
2014
Q2 		$62K Hold
1,647
– – 0.05% 118
2014
Q1 		$58K Buy
+1,647
New +$56.9K 0.05% 118

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

Avior Wealth Management's DOC Position: Q1 2025 in Review

Avior Wealth Management sold out of Healthpeak Properties (DOC) in Q1 2025, closing a stake of 1,549 shares — an estimated $31.4K sold.

Avior Wealth Management first reported a position in DOC in Q1 2014 and held it in 25 quarters. The position peaked at $66K in Q4 2014. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2025.

  • Avior Wealth Management reported no remaining Healthpeak Properties position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,549 Healthpeak Properties shares in Q1 2025, an estimated $31.4K.
  • Avior Wealth Management first reported a position in Healthpeak Properties in Q1 2014 and held it in 25 quarters.
  • Avior Wealth Management's Healthpeak Properties position peaked at $66K in Q4 2014.
  • 756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.