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Colonial Trust Advisors’s Healthpeak Properties DOC Stock Holding History

Colonial Trust 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
2025
Q4 		– Sell
-200
Closed -$3.83K – 721
2025
Q3 		$3.83K Buy
+200
New +$3.59K ﹤0.01% 596
2024
Q2 		– Sell
-33
Closed -$614 – 832
2024
Q1 		$614 Sell
33
-370
-92% -$6.72K ﹤0.01% 895
2023
Q4 		$7.98K Buy
403
+35
+10% +$616 ﹤0.01% 534
2023
Q3 		$6.75K Buy
368
+6
+2% +$123 ﹤0.01% 562
2023
Q2 		$7.28K Buy
362
+5
+1% +$104 ﹤0.01% 572
2023
Q1 		$7.84K Sell
357
-2
-0.6% -$50 ﹤0.01% 555
2022
Q4 		$9K Buy
+359
New +$8.73K ﹤0.01% 536

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Colonial Trust Advisors's DOC Position: Q4 2025 in Review

Colonial Trust Advisors sold out of Healthpeak Properties (DOC) in Q4 2025, closing a stake of 200 shares — an estimated $3.83K sold.

Colonial Trust Advisors first reported a position in DOC in Q4 2022 and held it in 7 quarters. The position peaked at $9K in Q4 2022. 771 funds tracked by Wall St. Rank hold DOC as of Q4 2025.

  • Colonial Trust Advisors reported no remaining Healthpeak Properties position as of Q4 2025 after selling out during the quarter.
  • Colonial Trust Advisors sold 200 Healthpeak Properties shares in Q4 2025, an estimated $3.83K.
  • Colonial Trust Advisors first reported a position in Healthpeak Properties in Q4 2022 and held it in 7 quarters.
  • Colonial Trust Advisors's Healthpeak Properties position peaked at $9K in Q4 2022.
  • 771 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2025.

Based on Colonial Trust Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.