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Briaud Financial Planning’s Healthpeak Properties DOC Stock Holding History

Briaud Financial Planning’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
-54
Closed – – 98
2025
Q2 		$0 Hold
54
– – ﹤0.01% 350
2025
Q1 		$1K Hold
54
– – ﹤0.01% 187
2024
Q4 		$1K Buy
+54
New +$1.17K ﹤0.01% 184

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Briaud Financial Planning's DOC Position: Q3 2025 in Review

Briaud Financial Planning sold out of Healthpeak Properties (DOC) in Q3 2025, closing a stake of 54 shares.

Briaud Financial Planning first reported a position in DOC in Q4 2024 and held it in 3 quarters. The position peaked at $1K in Q1 2025. 751 funds tracked by Wall St. Rank hold DOC as of Q3 2025.

  • Briaud Financial Planning reported no remaining Healthpeak Properties position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 54 Healthpeak Properties shares in Q3 2025.
  • Briaud Financial Planning first reported a position in Healthpeak Properties in Q4 2024 and held it in 3 quarters.
  • Briaud Financial Planning's Healthpeak Properties position peaked at $1K in Q1 2025.
  • 751 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.