CPC
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CFC Planning Company’s Healthpeak Properties DOC Stock Holding History

CFC Planning Company’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
Q3 		– Sell
-13,268
Closed -$232K – 100
2025
Q2 		$232K Buy
+13,268
New +$236K 0.22% 71

Other funds holding DOC

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CFC Planning Company's DOC Position: Q3 2025 in Review

CFC Planning Company sold out of Healthpeak Properties (DOC) in Q3 2025, closing a stake of 13,268 shares — an estimated $232K sold.

CFC Planning Company first reported a position in DOC in Q2 2025 and held it in 1 quarter. The position peaked at $232K in Q2 2025. 750 funds tracked by Wall St. Rank hold DOC as of Q3 2025.

  • CFC Planning Company reported no remaining Healthpeak Properties position as of Q3 2025 after selling out during the quarter.
  • CFC Planning Company sold 13,268 Healthpeak Properties shares in Q3 2025, an estimated $232K.
  • CFC Planning Company first reported a position in Healthpeak Properties in Q2 2025 and held it in 1 quarter.
  • CFC Planning Company's Healthpeak Properties position peaked at $232K in Q2 2025.
  • 750 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2025.

Based on CFC Planning Company's 13F filing for Q3 2025, filed 29 Oct 2025.