CWM
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Centricity Wealth Management’s Healthpeak Properties DOC Stock Holding History

Centricity Wealth Management’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 		$1.75K Hold
100
– – ﹤0.01% 413
2025
Q1 		$2.02K Hold
100
– – ﹤0.01% 420
2024
Q4 		$2.03K Buy
+100
New +$2.17K ﹤0.01% 422

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 $3.37T AUM 44.26% 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

Centricity Wealth Management's DOC Position: Q2 2025 in Review

Centricity Wealth Management held its Healthpeak Properties (DOC) position steady in Q2 2025 at 100 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Centricity Wealth Management first reported a position in DOC in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.03K in Q4 2024. 732 funds tracked by Wall St. Rank hold DOC as of Q2 2025.

  • Centricity Wealth Management held 100 shares of Healthpeak Properties worth $1.75K as of Q2 2025.
  • Centricity Wealth Management left its Healthpeak Properties share count unchanged in Q2 2025.
  • Healthpeak Properties made up ﹤0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #413 holding.
  • Centricity Wealth Management first reported a position in Healthpeak Properties in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Healthpeak Properties position peaked at $2.03K in Q4 2024.
  • 732 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.