FFG
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Fortem Financial Group’s Healthpeak Properties DOC Stock Holding History

Fortem Financial Group’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
-51,716
Closed -$990K – 179
2025
Q3 		$990K Sell
51,716
-2,901
-5% -$52K 0.28% 76
2025
Q2 		$956K Buy
54,617
+1,669
+3% +$29.6K 0.31% 73
2025
Q1 		$1.07M Buy
52,948
+3,758
+8% +$76K 0.42% 70
2024
Q4 		$997K Buy
49,190
+1,667
+4% +$36.1K 0.39% 72
2024
Q3 		$1.09M Buy
+47,523
New +$1.02M 0.44% 71

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
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

Fortem Financial Group's DOC Position: Q4 2025 in Review

Fortem Financial Group sold out of Healthpeak Properties (DOC) in Q4 2025, closing a stake of 51,716 shares — an estimated $990K sold.

Fortem Financial Group first reported a position in DOC in Q3 2024 and held it in 5 quarters. The position peaked at $1.09M in Q3 2024. 771 funds tracked by Wall St. Rank hold DOC as of Q4 2025.

  • Fortem Financial Group reported no remaining Healthpeak Properties position as of Q4 2025 after selling out during the quarter.
  • Fortem Financial Group sold 51,716 Healthpeak Properties shares in Q4 2025, an estimated $990K.
  • Fortem Financial Group first reported a position in Healthpeak Properties in Q3 2024 and held it in 5 quarters.
  • Fortem Financial Group's Healthpeak Properties position peaked at $1.09M in Q3 2024.
  • 771 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2025.

Based on Fortem Financial Group's 13F filing for Q4 2025, filed 4 Feb 2026.