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Capital Advisors Ltd’s Healthpeak Properties DOC Stock Holding History

Capital Advisors Ltd’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
Q4 		– Sell
-19
Closed – – 1400
2025
Q3 		$0 Hold
19
– – ﹤0.01% 1399
2025
Q2 		$0 Sell
19
-617
-97% -$11K ﹤0.01% 1397
2025
Q1 		$13K Hold
636
– – ﹤0.01% 707
2024
Q4 		$13K Hold
636
– – ﹤0.01% 718
2024
Q3 		$15K Hold
636
– – ﹤0.01% 670
2024
Q2 		$12K Buy
636
+582
+1,078% +$11.1K ﹤0.01% 709
2024
Q1 		$1K Sell
54
-248
-82% -$4.51K ﹤0.01% 1163
2023
Q4 		$6K Buy
+302
New +$5.31K ﹤0.01% 790
2023
Q1 		– Sell
-122
Closed -$3K – 1275
2022
Q4 		$3K Buy
122
+94
+336% +$2.29K ﹤0.01% 755
2022
Q3 		$1K Sell
28
-7
-20% -$185 ﹤0.01% 995
2022
Q2 		$1K Buy
+35
New +$1.06K ﹤0.01% 760
2022
Q1 		– Sell
-12
Closed – – 966
2021
Q4 		$0 Buy
+12
New +$414 ﹤0.01% 840
2020
Q4 		– Sell
-500
Closed -$14K – 449
2020
Q3 		$14K Hold
500
– – ﹤0.01% 360
2020
Q2 		$14K Hold
500
– – ﹤0.01% 349
2020
Q1 		$12K Hold
500
– – ﹤0.01% 350
2019
Q4 		$17K Hold
500
– – ﹤0.01% 315
2019
Q3 		$18K Hold
500
– – 0.01% 312
2019
Q2 		$16K Hold
500
– – ﹤0.01% 350
2019
Q1 		$16K Hold
500
– – ﹤0.01% 345
2018
Q4 		$14K Hold
500
– – ﹤0.01% 357
2018
Q3 		$13K Hold
500
– – ﹤0.01% 394
2018
Q2 		$13K Hold
500
– – ﹤0.01% 316
2018
Q1 		$12K Hold
500
– – ﹤0.01% 310
2017
Q4 		$13K Hold
500
– – ﹤0.01% 309
2017
Q3 		$14K Hold
500
– – ﹤0.01% 307
2017
Q2 		$16K Hold
500
– – 0.01% 298
2017
Q1 		$16K Hold
500
– – 0.01% 278
2016
Q4 		$15K Buy
+500
New +$15.2K 0.01% 271

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Advisors Ltd's DOC Position: Q4 2025 in Review

Capital Advisors Ltd sold out of Healthpeak Properties (DOC) in Q4 2025, closing a stake of 19 shares.

Capital Advisors Ltd first reported a position in DOC in Q4 2016 and held it in 28 quarters. The position peaked at $18K in Q3 2019. 771 funds tracked by Wall St. Rank hold DOC as of Q4 2025.

  • Capital Advisors Ltd reported no remaining Healthpeak Properties position as of Q4 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 19 Healthpeak Properties shares in Q4 2025.
  • Capital Advisors Ltd first reported a position in Healthpeak Properties in Q4 2016 and held it in 28 quarters.
  • Capital Advisors Ltd's Healthpeak Properties position peaked at $18K in Q3 2019.
  • 771 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2025.

Based on Capital Advisors Ltd's 13F filing for Q4 2025, filed 21 Jan 2026.