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Bernard Wealth Management’s Healthpeak Properties DOC Stock Holding History

Bernard 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
Q2 		– Sell
-51
Closed -$1.03K – 332
2025
Q1 		$1.03K Buy
+51
New +$1.03K ﹤0.01% 347

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

Bernard Wealth Management's DOC Position: Q2 2025 in Review

Bernard Wealth Management sold out of Healthpeak Properties (DOC) in Q2 2025, closing a stake of 51 shares — an estimated $1.03K sold.

Bernard Wealth Management first reported a position in DOC in Q1 2025 and held it in 1 quarter. The position peaked at $1.03K in Q1 2025. 732 funds tracked by Wall St. Rank hold DOC as of Q2 2025.

  • Bernard Wealth Management reported no remaining Healthpeak Properties position as of Q2 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 51 Healthpeak Properties shares in Q2 2025, an estimated $1.03K.
  • Bernard Wealth Management first reported a position in Healthpeak Properties in Q1 2025 and held it in 1 quarter.
  • Bernard Wealth Management's Healthpeak Properties position peaked at $1.03K in Q1 2025.
  • 732 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.