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CBIZ Investment Advisory Services’s Healthpeak Properties DOC Stock Holding History

CBIZ Investment Advisory Services’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
-246
Closed -$4.97K – 753
2025
Q1 		$4.97K Hold
246
– – ﹤0.01% 396
2024
Q4 		$4.99K Buy
246
+139
+130% +$3.01K ﹤0.01% 319
2024
Q3 		$2.45K Buy
107
+45
+73% +$970 ﹤0.01% 330
2024
Q2 		$1.22K Buy
+62
New +$1.18K ﹤0.01% 354

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 $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CBIZ Investment Advisory Services's DOC Position: Q2 2025 in Review

CBIZ Investment Advisory Services sold out of Healthpeak Properties (DOC) in Q2 2025, closing a stake of 246 shares — an estimated $4.97K sold.

CBIZ Investment Advisory Services first reported a position in DOC in Q2 2024 and held it in 4 quarters. The position peaked at $4.99K in Q4 2024. 732 funds tracked by Wall St. Rank hold DOC as of Q2 2025.

  • CBIZ Investment Advisory Services reported no remaining Healthpeak Properties position as of Q2 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 246 Healthpeak Properties shares in Q2 2025, an estimated $4.97K.
  • CBIZ Investment Advisory Services first reported a position in Healthpeak Properties in Q2 2024 and held it in 4 quarters.
  • CBIZ Investment Advisory Services's Healthpeak Properties position peaked at $4.99K in Q4 2024.
  • 732 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2025, filed 11 Aug 2025.