HWM
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Hemington Wealth Management’s Healthpeak Properties DOC Stock Holding History

Hemington Wealth Management’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 		$4K Buy
251
+66
+36% +$1.18K ﹤0.01% 1179
2025
Q2 		$3K Sell
185
-62
-25% -$1.1K ﹤0.01% 1228
2025
Q1 		$4K Sell
247
-9
-4% -$182 ﹤0.01% 1102
2024
Q4 		$5K Sell
256
-18
-7% -$390 ﹤0.01% 1004
2024
Q3 		$6K Buy
+274
New +$5.91K ﹤0.01% 864

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

Hemington Wealth Management's DOC Position: Q3 2025 in Review

Hemington Wealth Management increased its Healthpeak Properties (DOC) stake by 36% in Q3 2025, buying an estimated $1.18K and bringing the position to 251 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

Hemington Wealth Management first reported a position in DOC in Q3 2024 and has held it in 5 quarters since. The position peaked at $6K in Q3 2024. 751 funds tracked by Wall St. Rank hold DOC as of Q3 2025.

  • Hemington Wealth Management held 251 shares of Healthpeak Properties worth $4K as of Q3 2025.
  • Hemington Wealth Management bought 66 Healthpeak Properties shares in Q3 2025, an estimated $1.18K.
  • Healthpeak Properties made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1179 holding.
  • Hemington Wealth Management first reported a position in Healthpeak Properties in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Healthpeak Properties position peaked at $6K in Q3 2024.
  • 751 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.