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Kingswood Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

Kingswood 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
Q1 		– Sell
-17,773
Closed -$360K – 746
2024
Q4 		$360K Sell
17,773
-18,355
-51% -$398K 0.03% 545
2024
Q3 		$826K Sell
36,128
-2,242
-6% -$48.3K 0.06% 336
2024
Q2 		$752K Buy
38,370
+3,365
+10% +$64.3K 0.07% 293
2024
Q1 		$656K Buy
35,005
+10,469
+43% +$190K 0.08% 281
2023
Q4 		$486K Buy
+24,536
New +$432K 0.06% 352

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Kingswood Wealth Advisors's DOC Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of Healthpeak Properties (DOC) in Q1 2025, closing a stake of 17,773 shares — an estimated $360K sold.

Kingswood Wealth Advisors first reported a position in DOC in Q4 2023 and held it in 5 quarters. The position peaked at $826K in Q3 2024. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining Healthpeak Properties position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 17,773 Healthpeak Properties shares in Q1 2025, an estimated $360K.
  • Kingswood Wealth Advisors first reported a position in Healthpeak Properties in Q4 2023 and held it in 5 quarters.
  • Kingswood Wealth Advisors's Healthpeak Properties position peaked at $826K in Q3 2024.
  • 756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.