Capstone Investment Advisors
DOC icon

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
2026
Q1 		$1.16M Buy
+70,500
New +$1.21M ﹤0.01% 809
2024
Q2 		– Sell
-1,000
Closed -$18.8K – 2175
2024
Q1 		$18.8K Buy
+1,000
New +$18.2K ﹤0.01% 2271
2023
Q4 		– Sell
-36,600
Closed -$672K – 2169
2023
Q3 		$672K Hold
36,600
– – ﹤0.01% 1169
2023
Q2 		$736K Buy
36,600
+1,700
+5% +$35.3K ﹤0.01% 990
2023
Q1 		$767K Buy
34,900
+16,200
+87% +$402K ﹤0.01% 870
2022
Q4 		$469K Buy
18,700
+8,200
+78% +$199K ﹤0.01% 1148
2022
Q3 		$241K Buy
+10,500
New +$277K ﹤0.01% 1437
2022
Q2 		– Sell
-22,700
Closed -$779K – 1891
2022
Q1 		$779K Sell
22,700
-49,600
-69% -$1.67M ﹤0.01% 1395
2021
Q4 		$2.61M Sell
72,300
-39,600
-35% -$1.37M ﹤0.01% 1041
2021
Q3 		$3.75M Buy
111,900
+38,800
+53% +$1.37M 0.01% 944
2021
Q2 		$2.43M Buy
73,100
+61,300
+519% +$2.06M 0.01% 963
2021
Q1 		$375K Sell
11,800
-52,200
-82% -$1.59M ﹤0.01% 1333
2020
Q4 		$1.94M Sell
64,000
-700
-1% -$20.4K 0.01% 884
2020
Q3 		$1.76M Buy
64,700
+10,800
+20% +$296K 0.01% 857
2020
Q2 		$1.49M Buy
+53,900
New +$1.38M 0.01% 798
2020
Q1 		– Sell
-21,700
Closed -$748K – 1193
2019
Q4 		$748K Buy
+21,700
New +$759K ﹤0.01% 1068

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 $1.61T AUM 30.72% 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.