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DOC icon

Caprock Group’s Healthpeak Properties DOC Stock Holding History

Caprock Group’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
-32,655
Closed -$586K – 1227
2025
Q3 		$586K Buy
+32,655
New +$586K 0.01% 745
2024
Q1 		– Sell
-10,433
Closed -$207K – 725
2023
Q4 		$207K Buy
+10,433
New +$184K 0.01% 641
2021
Q4 		– Sell
-6,405
Closed -$214K – 595
2021
Q3 		$214K Sell
6,405
-79
-1% -$2.8K 0.02% 485
2021
Q2 		$216K Buy
+6,484
New +$218K 0.02% 477
2020
Q2 		– Sell
-9,577
Closed -$228K – 427
2020
Q1 		$228K Buy
+9,577
New +$312K 0.04% 287
2016
Q4 		– Sell
-12,555
Closed -$434K – 352
2016
Q3 		$434K Buy
+12,555
New +$439K 0.1% 194
2016
Q2 		– Sell
-38,173
Closed -$1.13M – 299
2016
Q1 		$1.13M Buy
+38,173
New +$1.15M 0.27% 82

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

Caprock Group's DOC Position: Q4 2025 in Review

Caprock Group sold out of Healthpeak Properties (DOC) in Q4 2025, closing a stake of 32,655 shares — an estimated $586K sold.

Caprock Group first reported a position in DOC in Q1 2016 and held it in 7 quarters. The position peaked at $1.13M in Q1 2016. 770 funds tracked by Wall St. Rank hold DOC as of Q4 2025.

  • Caprock Group reported no remaining Healthpeak Properties position as of Q4 2025 after selling out during the quarter.
  • Caprock Group sold 32,655 Healthpeak Properties shares in Q4 2025, an estimated $586K.
  • Caprock Group first reported a position in Healthpeak Properties in Q1 2016 and held it in 7 quarters.
  • Caprock Group's Healthpeak Properties position peaked at $1.13M in Q1 2016.
  • 770 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2025.

Based on Caprock Group's 13F filing for Q4 2025, filed 28 Jan 2026.