IWA
DOC icon

Icon Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

Icon 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
Q4 		– Sell
-6,439
Closed -$123K – 434
2025
Q3 		$123K Buy
+6,439
New +$115K 0.01% 465

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

Icon Wealth Advisors's DOC Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Healthpeak Properties (DOC) in Q4 2025, closing a stake of 6,439 shares — an estimated $123K sold.

Icon Wealth Advisors first reported a position in DOC in Q3 2025 and held it in 1 quarter. The position peaked at $123K in Q3 2025. 771 funds tracked by Wall St. Rank hold DOC as of Q4 2025.

  • Icon Wealth Advisors reported no remaining Healthpeak Properties position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 6,439 Healthpeak Properties shares in Q4 2025, an estimated $123K.
  • Icon Wealth Advisors first reported a position in Healthpeak Properties in Q3 2025 and held it in 1 quarter.
  • Icon Wealth Advisors's Healthpeak Properties position peaked at $123K in Q3 2025.
  • 771 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.