DT
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Diversified Trust’s Healthpeak Properties DOC Stock Holding History

Diversified Trust’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
-12,204
Closed -$234K – 1055
2025
Q3 		$234K Buy
+12,204
New +$219K ﹤0.01% 877
2025
Q2 		– Sell
-11,709
Closed -$237K – 955
2025
Q1 		$237K Sell
11,709
-12,379
-51% -$250K 0.01% 798
2024
Q4 		$488K Buy
24,088
+14,027
+139% +$304K 0.01% 605
2024
Q3 		$230K Sell
10,061
-143
-1% -$3.08K 0.01% 808
2024
Q2 		$200K Buy
+10,204
New +$195K 0.01% 789

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
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

Diversified Trust's DOC Position: Q4 2025 in Review

Diversified Trust sold out of Healthpeak Properties (DOC) in Q4 2025, closing a stake of 12,204 shares — an estimated $234K sold.

Diversified Trust first reported a position in DOC in Q2 2024 and held it in 5 quarters. The position peaked at $488K in Q4 2024. 770 funds tracked by Wall St. Rank hold DOC as of Q4 2025.

  • Diversified Trust reported no remaining Healthpeak Properties position as of Q4 2025 after selling out during the quarter.
  • Diversified Trust sold 12,204 Healthpeak Properties shares in Q4 2025, an estimated $234K.
  • Diversified Trust first reported a position in Healthpeak Properties in Q2 2024 and held it in 5 quarters.
  • Diversified Trust's Healthpeak Properties position peaked at $488K in Q4 2024.
  • 770 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2025.

Based on Diversified Trust's 13F filing for Q4 2025, filed 9 Jan 2026.