Capstone Investment Advisors
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Capstone Investment Advisors’s Healthpeak Properties DOC Stock Holding History

Capstone Investment 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
Q1 		– Sell
-14,413
Closed -$292K – 1469
2024
Q4 		$292K Buy
14,413
+1,949
+16% +$42.2K ﹤0.01% 1490
2024
Q3 		$285K Sell
12,464
-46
-0.4% -$991 ﹤0.01% 1433
2024
Q2 		$245K Sell
12,510
-140
-1% -$2.67K ﹤0.01% 1686
2024
Q1 		$237K Buy
+12,650
New +$230K ﹤0.01% 1943
2023
Q4 		– Sell
-33,200
Closed -$610K – 2168
2023
Q3 		$610K Buy
33,200
+5,769
+21% +$118K ﹤0.01% 1215
2023
Q2 		$551K Buy
27,431
+9,425
+52% +$196K ﹤0.01% 1115
2023
Q1 		$396K Buy
18,006
+11,134
+162% +$276K ﹤0.01% 1079
2022
Q4 		$172K Buy
6,872
+5,992
+681% +$146K ﹤0.01% 1329
2022
Q3 		$20K Sell
880
-174,321
-99% -$4.6M ﹤0.01% 1626
2022
Q2 		$4.54M Buy
+175,201
New +$5.31M 0.02% 441
2021
Q4 		– Sell
-192
Closed -$6.62K – 1896
2021
Q3 		$6K Buy
+192
New +$6.8K ﹤0.01% 1973

Other funds holding DOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.02T AUM 30.18% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capstone Investment Advisors's DOC Position: Q1 2025 in Review

Capstone Investment Advisors sold out of Healthpeak Properties (DOC) in Q1 2025, closing a stake of 14,413 shares — an estimated $292K sold.

Capstone Investment Advisors first reported a position in DOC in Q3 2021 and held it in 11 quarters. The position peaked at $4.54M in Q2 2022. 755 funds tracked by Wall St. Rank hold DOC as of Q1 2025.

  • Capstone Investment Advisors reported no remaining Healthpeak Properties position as of Q1 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 14,413 Healthpeak Properties shares in Q1 2025, an estimated $292K.
  • Capstone Investment Advisors first reported a position in Healthpeak Properties in Q3 2021 and held it in 11 quarters.
  • Capstone Investment Advisors's Healthpeak Properties position peaked at $4.54M in Q2 2022.
  • 755 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.