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Congress Wealth Management’s Healthpeak Properties DOC Stock Holding History

Congress 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 		$300K Buy
17,108
+1,297
+8% +$23K ﹤0.01% 1068
2025
Q1 		$320K Buy
+15,811
New +$320K ﹤0.01% 924

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

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

Congress Wealth Management increased its Healthpeak Properties (DOC) stake by 8.2% in Q2 2025, buying an estimated $23K and bringing the position to 17,108 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Congress Wealth Management first reported a position in DOC in Q1 2025 and has held it in 2 quarters since. The position peaked at $320K in Q1 2025. 732 funds tracked by Wall St. Rank hold DOC as of Q2 2025.

  • Congress Wealth Management held 17,108 shares of Healthpeak Properties worth $300K as of Q2 2025.
  • Congress Wealth Management bought 1,297 Healthpeak Properties shares in Q2 2025, an estimated $23K.
  • Healthpeak Properties made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1068 holding.
  • Congress Wealth Management first reported a position in Healthpeak Properties in Q1 2025 and has held it in 2 quarters since.
  • Congress Wealth Management's Healthpeak Properties position peaked at $320K in Q1 2025.
  • 732 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.