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Kingsview Wealth Management’s Healthpeak Properties DOC Stock Holding History

Kingsview 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
Q4 		– Sell
-36,767
Closed -$704K – 1256
2025
Q3 		$704K Buy
+36,767
New +$659K 0.01% 704
2017
Q3 		– Sell
-604
Closed -$19K – 377
2017
Q2 		$19K Buy
+604
New +$19.1K 0.01% 256

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
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 $187B AUM 18.48% 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

Kingsview Wealth Management's DOC Position: Q4 2025 in Review

Kingsview Wealth Management sold out of Healthpeak Properties (DOC) in Q4 2025, closing a stake of 36,767 shares — an estimated $704K sold.

Kingsview Wealth Management first reported a position in DOC in Q2 2017 and held it in 2 quarters. The position peaked at $704K in Q3 2025. 768 funds tracked by Wall St. Rank hold DOC as of Q4 2025.

  • Kingsview Wealth Management reported no remaining Healthpeak Properties position as of Q4 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 36,767 Healthpeak Properties shares in Q4 2025, an estimated $704K.
  • Kingsview Wealth Management first reported a position in Healthpeak Properties in Q2 2017 and held it in 2 quarters.
  • Kingsview Wealth Management's Healthpeak Properties position peaked at $704K in Q3 2025.
  • 768 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2025.

Based on Kingsview Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.