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Journey Advisory Group’s Healthpeak Properties DOC Stock Holding History

Journey Advisory 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
Q4 		– Sell
-25,430
Closed -$487K – 267
2025
Q3 		$487K Sell
25,430
-141,997
-85% -$2.55M 0.04% 193
2025
Q2 		$2.93M Sell
167,427
-3,092
-2% -$54.9K 0.23% 103
2025
Q1 		$3.45M Buy
+170,519
New +$3.45M 0.28% 89

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 $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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 $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Journey Advisory Group's DOC Position: Q4 2025 in Review

Journey Advisory Group sold out of Healthpeak Properties (DOC) in Q4 2025, closing a stake of 25,430 shares — an estimated $487K sold.

Journey Advisory Group first reported a position in DOC in Q1 2025 and held it in 3 quarters. The position peaked at $3.45M in Q1 2025. 769 funds tracked by Wall St. Rank hold DOC as of Q4 2025.

  • Journey Advisory Group reported no remaining Healthpeak Properties position as of Q4 2025 after selling out during the quarter.
  • Journey Advisory Group sold 25,430 Healthpeak Properties shares in Q4 2025, an estimated $487K.
  • Journey Advisory Group first reported a position in Healthpeak Properties in Q1 2025 and held it in 3 quarters.
  • Journey Advisory Group's Healthpeak Properties position peaked at $3.45M in Q1 2025.
  • 769 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2025.

Based on Journey Advisory Group's 13F filing for Q4 2025, filed 27 Jan 2026.