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CreativeOne Wealth’s Healthpeak Properties DOC Stock Holding History

CreativeOne Wealth’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
-10,834
Closed -$190K – 1163
2025
Q2 		$190K Sell
10,834
-4,476
-29% -$79.5K 0.01% 1067
2025
Q1 		$310K Buy
15,310
+1,294
+9% +$26.2K 0.01% 861
2024
Q4 		$284K Buy
14,016
+4,826
+53% +$105K 0.01% 903
2024
Q3 		$210K Buy
+9,190
New +$198K 0.01% 892

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
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

CreativeOne Wealth's DOC Position: Q3 2025 in Review

CreativeOne Wealth sold out of Healthpeak Properties (DOC) in Q3 2025, closing a stake of 10,834 shares — an estimated $190K sold.

CreativeOne Wealth first reported a position in DOC in Q3 2024 and held it in 4 quarters. The position peaked at $310K in Q1 2025. 751 funds tracked by Wall St. Rank hold DOC as of Q3 2025.

  • CreativeOne Wealth reported no remaining Healthpeak Properties position as of Q3 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 10,834 Healthpeak Properties shares in Q3 2025, an estimated $190K.
  • CreativeOne Wealth first reported a position in Healthpeak Properties in Q3 2024 and held it in 4 quarters.
  • CreativeOne Wealth's Healthpeak Properties position peaked at $310K in Q1 2025.
  • 751 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2025.

Based on CreativeOne Wealth's 13F filing for Q3 2025, filed 13 Nov 2025.