Carolinas Wealth Consulting’s Healthpeak Properties DOC Stock Holding History

Carolinas Wealth Consulting’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 Q2	–	Sell	-30	Closed	-$607	–	237
2025 Q1	$607	Hold	30	–	–	﹤0.01%	951
2024 Q4	$609	Sell	30 -15	-33%	-$325	﹤0.01%	989
2024 Q3	$1.03K	Buy	45 +15	+50%	+$323	﹤0.01%	923
2024 Q2	$588	Buy	30 +20	+200%	+$382	﹤0.01%	980
2024 Q1	$188	Sell	10 -990	-99%	-$18K	﹤0.01%	1022
2023 Q4	$19.8K	Hold	1,000	–	–	﹤0.01%	444
2023 Q3	$15.6K	Sell	1,000 -18	-2%	-$370	﹤0.01%	462
2023 Q2	$20.5K	Hold	1,018	–	–	﹤0.01%	475
2023 Q1	$22.4K	Hold	1,018	–	–	﹤0.01%	476
2022 Q4	$25.5K	Sell	1,018 -77	-7%	-$1.87K	0.01%	449
2022 Q3	$25K	Hold	1,095	–	–	0.01%	411
2022 Q2	$28K	Hold	1,095	–	–	0.01%	404
2022 Q1	$38K	Hold	1,095	–	–	0.01%	389
2021 Q4	$40K	Hold	1,095	–	–	0.01%	393
2021 Q3	$37K	Hold	1,095	–	–	0.01%	385
2021 Q2	$36K	Hold	1,095	–	–	0.01%	404
2021 Q1	$35K	Hold	1,095	–	–	0.01%	422
2020 Q4	$33K	Sell	1,095 -132	-11%	-$3.84K	0.01%	401
2020 Q3	$33K	Buy	1,227 +109	+10%	+$2.99K	0.01%	340
2020 Q2	$31K	Buy	+1,118	New	+$28.5K	0.01%	249

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carolinas Wealth Consulting's DOC Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Healthpeak Properties (DOC) in Q2 2025, closing a stake of 30 shares — an estimated $607 sold.

Carolinas Wealth Consulting first reported a position in DOC in Q2 2020 and held it in 20 quarters. The position peaked at $40K in Q4 2021. 733 funds tracked by Wall St. Rank hold DOC as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Healthpeak Properties position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 30 Healthpeak Properties shares in Q2 2025, an estimated $607.
Carolinas Wealth Consulting first reported a position in Healthpeak Properties in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's Healthpeak Properties position peaked at $40K in Q4 2021.
733 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.