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Diligent Investors’s Healthpeak Properties DOC Stock Holding History

Diligent Investors’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
-20,684
Closed -$362K – 337
2025
Q2 		$362K Sell
20,684
-1,092
-5% -$19.4K 0.09% 238
2025
Q1 		$440K Sell
21,776
-3,440
-14% -$69.6K 0.11% 221
2024
Q4 		$511K Hold
25,216
– – 0.12% 203
2024
Q3 		$577K Hold
25,216
– – 0.13% 181
2024
Q2 		$494K Hold
25,216
– – 0.12% 190
2024
Q1 		$473K Hold
25,216
– – 0.12% 195
2023
Q4 		$499K Buy
+25,216
New +$444K 0.14% 173

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

Diligent Investors's DOC Position: Q3 2025 in Review

Diligent Investors sold out of Healthpeak Properties (DOC) in Q3 2025, closing a stake of 20,684 shares — an estimated $362K sold.

Diligent Investors first reported a position in DOC in Q4 2023 and held it in 7 quarters. The position peaked at $577K in Q3 2024. 751 funds tracked by Wall St. Rank hold DOC as of Q3 2025.

  • Diligent Investors reported no remaining Healthpeak Properties position as of Q3 2025 after selling out during the quarter.
  • Diligent Investors sold 20,684 Healthpeak Properties shares in Q3 2025, an estimated $362K.
  • Diligent Investors first reported a position in Healthpeak Properties in Q4 2023 and held it in 7 quarters.
  • Diligent Investors's Healthpeak Properties position peaked at $577K in Q3 2024.
  • 751 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2025.

Based on Diligent Investors's 13F filing for Q3 2025, filed 14 Nov 2025.