Bellwether Advisors’s Healthpeak Properties DOC Stock Holding History

Bellwether Advisors’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 Q3	–	Sell	-200	Closed	-$3.5K	–	254
2025 Q2	$3.5K	Hold	200	–	–	﹤0.01%	456
2025 Q1	$4.04K	Hold	200	–	–	﹤0.01%	386
2024 Q4	$4.05K	Buy	+200	New	+$4.33K	﹤0.01%	397
2023 Q2	–	Sell	-300	Closed	-$6.59K	–	187
2023 Q1	$6.59K	Hold	300	–	–	﹤0.01%	297
2022 Q4	$7.52K	Hold	300	–	–	﹤0.01%	285
2022 Q3	$6K	Hold	300	–	–	﹤0.01%	303
2022 Q2	$7K	Hold	300	–	–	﹤0.01%	262
2022 Q1	$10K	Hold	300	–	–	﹤0.01%	310
2021 Q4	$10K	Hold	300	–	–	﹤0.01%	334
2021 Q3	$10K	Hold	300	–	–	﹤0.01%	305
2021 Q2	$9K	Sell	300 -100	-25%	-$3.36K	﹤0.01%	274
2021 Q1	$12K	Hold	400	–	–	﹤0.01%	236
2020 Q4	$12K	Buy	+400	New	+$11.6K	0.01%	221

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bellwether Advisors's DOC Position: Q3 2025 in Review

Bellwether Advisors sold out of Healthpeak Properties (DOC) in Q3 2025, closing a stake of 200 shares — an estimated $3.5K sold.

Bellwether Advisors first reported a position in DOC in Q4 2020 and held it in 13 quarters. The position peaked at $12K in Q1 2021. 751 funds tracked by Wall St. Rank hold DOC as of Q3 2025.

Bellwether Advisors reported no remaining Healthpeak Properties position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 200 Healthpeak Properties shares in Q3 2025, an estimated $3.5K.
Bellwether Advisors first reported a position in Healthpeak Properties in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's Healthpeak Properties position peaked at $12K in Q1 2021.
751 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.