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
-100
Closed -$2.03K – 1468
2024
Q4 		$2.03K Hold
100
– – ﹤0.01% 1816
2024
Q3 		$2.29K Buy
+100
New +$2.15K ﹤0.01% 1875
2024
Q2 		– Sell
-1,200
Closed -$22.5K – 2174
2024
Q1 		$22.5K Buy
+1,200
New +$21.8K ﹤0.01% 2256
2023
Q4 		– Sell
-12,500
Closed -$230K – 2167
2023
Q3 		$230K Hold
12,500
– – ﹤0.01% 1738
2023
Q2 		$251K Hold
12,500
– – ﹤0.01% 1467
2023
Q1 		$275K Buy
12,500
+10,900
+681% +$270K ﹤0.01% 1193
2022
Q4 		$40.1K Buy
1,600
+600
+60% +$14.6K ﹤0.01% 1460
2022
Q3 		$23K Buy
+1,000
New +$26.4K ﹤0.01% 1624
2022
Q2 		– Sell
-1,600
Closed -$55K – 1890
2022
Q1 		$55K Sell
1,600
-18,200
-92% -$613K ﹤0.01% 1882
2021
Q4 		$715K Sell
19,800
-12,100
-38% -$417K ﹤0.01% 1391
2021
Q3 		$1.07M Buy
31,900
+16,000
+101% +$566K ﹤0.01% 1381
2021
Q2 		$529K Buy
15,900
+12,800
+413% +$430K ﹤0.01% 1367
2021
Q1 		$98K Sell
3,100
-3,900
-56% -$118K ﹤0.01% 1545
2020
Q4 		$212K Sell
7,000
-1,100
-14% -$32K ﹤0.01% 1442
2020
Q3 		$220K Buy
8,100
+2,600
+47% +$71.2K ﹤0.01% 1275
2020
Q2 		$152K Buy
+5,500
New +$140K ﹤0.01% 1240
2020
Q1 		– Sell
-6,000
Closed -$207K – 1192
2019
Q4 		$207K Buy
+6,000
New +$210K ﹤0.01% 1258

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 $29.7B AUM 43.33% 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.