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Goldstone Financial Group’s Healthpeak Properties DOC Stock Holding History

Goldstone 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
Q2 		– Sell
-11,376
Closed -$230K – 211
2025
Q1 		$230K Buy
11,376
+298
+3% +$6.03K 0.03% 188
2024
Q4 		$225K Buy
11,078
+1,793
+19% +$38.9K 0.04% 188
2024
Q3 		$212K Buy
+9,285
New +$200K 0.04% 185

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

Goldstone Financial Group's DOC Position: Q2 2025 in Review

Goldstone Financial Group sold out of Healthpeak Properties (DOC) in Q2 2025, closing a stake of 11,376 shares — an estimated $230K sold.

Goldstone Financial Group first reported a position in DOC in Q3 2024 and held it in 3 quarters. The position peaked at $230K in Q1 2025. 732 funds tracked by Wall St. Rank hold DOC as of Q2 2025.

  • Goldstone Financial Group reported no remaining Healthpeak Properties position as of Q2 2025 after selling out during the quarter.
  • Goldstone Financial Group sold 11,376 Healthpeak Properties shares in Q2 2025, an estimated $230K.
  • Goldstone Financial Group first reported a position in Healthpeak Properties in Q3 2024 and held it in 3 quarters.
  • Goldstone Financial Group's Healthpeak Properties position peaked at $230K in Q1 2025.
  • 732 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2025.

Based on Goldstone Financial Group's 13F filing for Q2 2025, filed 8 Jul 2025.