CFS
DOC icon

Compass Financial Services’s Healthpeak Properties DOC Stock Holding History

Compass Financial 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
Q3 		– Sell
-312
Closed -$5.46K – 332
2025
Q2 		$5.46K Hold
312
– – ﹤0.01% 234
2025
Q1 		$6.31K Buy
+312
New +$6.31K ﹤0.01% 218

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
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
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Compass Financial Services's DOC Position: Q3 2025 in Review

Compass Financial Services sold out of Healthpeak Properties (DOC) in Q3 2025, closing a stake of 312 shares — an estimated $5.46K sold.

Compass Financial Services first reported a position in DOC in Q1 2025 and held it in 2 quarters. The position peaked at $6.31K in Q1 2025. 751 funds tracked by Wall St. Rank hold DOC as of Q3 2025.

  • Compass Financial Services reported no remaining Healthpeak Properties position as of Q3 2025 after selling out during the quarter.
  • Compass Financial Services sold 312 Healthpeak Properties shares in Q3 2025, an estimated $5.46K.
  • Compass Financial Services first reported a position in Healthpeak Properties in Q1 2025 and held it in 2 quarters.
  • Compass Financial Services's Healthpeak Properties position peaked at $6.31K in Q1 2025.
  • 751 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2025.

Based on Compass Financial Services's 13F filing for Q3 2025, filed 4 Nov 2025.