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IBEX Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

IBEX Wealth 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
Q3 		– Sell
-270,758
Closed -$4.74M – 208
2025
Q2 		$4.74M Buy
270,758
+20,717
+8% +$368K 0.51% 66
2025
Q1 		$5.06M Buy
+250,041
New +$5.06M 0.67% 55
2024
Q3 		– Sell
-212
Closed -$4.16K – 127
2024
Q2 		$4.16K Buy
+212
New +$4.05K ﹤0.01% 260

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IBEX Wealth Advisors's DOC Position: Q3 2025 in Review

IBEX Wealth Advisors sold out of Healthpeak Properties (DOC) in Q3 2025, closing a stake of 270,758 shares — an estimated $4.74M sold.

IBEX Wealth Advisors first reported a position in DOC in Q2 2024 and held it in 3 quarters. The position peaked at $5.06M in Q1 2025. 750 funds tracked by Wall St. Rank hold DOC as of Q3 2025.

  • IBEX Wealth Advisors reported no remaining Healthpeak Properties position as of Q3 2025 after selling out during the quarter.
  • IBEX Wealth Advisors sold 270,758 Healthpeak Properties shares in Q3 2025, an estimated $4.74M.
  • IBEX Wealth Advisors first reported a position in Healthpeak Properties in Q2 2024 and held it in 3 quarters.
  • IBEX Wealth Advisors's Healthpeak Properties position peaked at $5.06M in Q1 2025.
  • 750 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2025.

Based on IBEX Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.