EFS
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Econ Financial Services’s Healthpeak Properties DOC Stock Holding History

Econ 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
-48,480
Closed -$849K – 84
2025
Q2 		$849K Buy
+48,480
New +$861K 0.44% 57
2023
Q1 		– Sell
-62,430
Closed -$1.57M – 86
2022
Q4 		$1.57M Sell
62,430
-395
-0.6% -$9.6K 1.59% 27
2022
Q3 		$1.44M Buy
+62,825
New +$1.66M 1.19% 35

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

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

Econ Financial Services sold out of Healthpeak Properties (DOC) in Q3 2025, closing a stake of 48,480 shares — an estimated $849K sold.

Econ Financial Services first reported a position in DOC in Q3 2022 and held it in 3 quarters. The position peaked at $1.57M in Q4 2022. 751 funds tracked by Wall St. Rank hold DOC as of Q3 2025.

  • Econ Financial Services reported no remaining Healthpeak Properties position as of Q3 2025 after selling out during the quarter.
  • Econ Financial Services sold 48,480 Healthpeak Properties shares in Q3 2025, an estimated $849K.
  • Econ Financial Services first reported a position in Healthpeak Properties in Q3 2022 and held it in 3 quarters.
  • Econ Financial Services's Healthpeak Properties position peaked at $1.57M in Q4 2022.
  • 751 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2025.

Based on Econ Financial Services's 13F filing for Q3 2025, filed 21 Oct 2025.