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Equita Financial Network’s Healthpeak Properties DOC Stock Holding History

Equita Financial Network’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 		– Sell
-67,133
Closed -$1.36M – 82
2025
Q1 		$1.36M Buy
67,133
+95
+0.1% +$1.92K 0.47% 37
2024
Q4 		$1.36M Sell
67,038
-4,505
-6% -$97.6K 0.49% 35
2024
Q3 		$1.64M Buy
71,543
+965
+1% +$20.8K 0.6% 34
2024
Q2 		$1.38M Buy
70,578
+156
+0.2% +$2.98K 0.58% 35
2024
Q1 		$1.32M Buy
+70,422
New +$1.28M 0.59% 36

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
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

Equita Financial Network's DOC Position: Q2 2025 in Review

Equita Financial Network sold out of Healthpeak Properties (DOC) in Q2 2025, closing a stake of 67,133 shares — an estimated $1.36M sold.

Equita Financial Network first reported a position in DOC in Q1 2024 and held it in 5 quarters. The position peaked at $1.64M in Q3 2024. 732 funds tracked by Wall St. Rank hold DOC as of Q2 2025.

  • Equita Financial Network reported no remaining Healthpeak Properties position as of Q2 2025 after selling out during the quarter.
  • Equita Financial Network sold 67,133 Healthpeak Properties shares in Q2 2025, an estimated $1.36M.
  • Equita Financial Network first reported a position in Healthpeak Properties in Q1 2024 and held it in 5 quarters.
  • Equita Financial Network's Healthpeak Properties position peaked at $1.64M in Q3 2024.
  • 732 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2025.

Based on Equita Financial Network's 13F filing for Q2 2025, filed 1 Aug 2025.