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Frank Rimerman Advisors’s Healthpeak Properties DOC Stock Holding History

Frank Rimerman Advisors’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
-24,428
Closed -$494K – 574
2025
Q1 		$494K Sell
24,428
-5,017
-17% -$101K 0.04% 310
2024
Q4 		$597K Buy
29,445
+1,950
+7% +$42.3K 0.04% 267
2024
Q3 		$629K Buy
27,495
+4,539
+20% +$97.8K 0.04% 290
2024
Q2 		$450K Buy
+22,956
New +$438K 0.03% 360

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
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

Frank Rimerman Advisors's DOC Position: Q2 2025 in Review

Frank Rimerman Advisors sold out of Healthpeak Properties (DOC) in Q2 2025, closing a stake of 24,428 shares — an estimated $494K sold.

Frank Rimerman Advisors first reported a position in DOC in Q2 2024 and held it in 4 quarters. The position peaked at $629K in Q3 2024. 732 funds tracked by Wall St. Rank hold DOC as of Q2 2025.

  • Frank Rimerman Advisors reported no remaining Healthpeak Properties position as of Q2 2025 after selling out during the quarter.
  • Frank Rimerman Advisors sold 24,428 Healthpeak Properties shares in Q2 2025, an estimated $494K.
  • Frank Rimerman Advisors first reported a position in Healthpeak Properties in Q2 2024 and held it in 4 quarters.
  • Frank Rimerman Advisors's Healthpeak Properties position peaked at $629K in Q3 2024.
  • 732 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2025.

Based on Frank Rimerman Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.