Kovitz Investment Group Partners’s Healthpeak Properties DOC Stock Holding History

Kovitz Investment Group Partners’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	-155,009	Closed	-$2.97M	–	667
2025 Q3	$2.97M	Buy	155,009 +32,549	+27%	+$584K	0.01%	558
2025 Q2	$2.14M	Buy	122,460 +3,974	+3%	+$70.6K	0.01%	617
2025 Q1	$2.4M	Sell	118,486 -2,600	-2%	-$52.6K	0.01%	545
2024 Q4	$2.45M	Buy	121,086 +37,524	+45%	+$813K	0.01%	534
2024 Q3	$1.91M	Sell	83,562 -441	-0.5%	-$9.51K	0.01%	494
2024 Q2	$1.65M	Buy	84,003 +8,766	+12%	+$167K	0.01%	456
2024 Q1	$1.41M	Buy	+75,237	New	+$1.37M	0.02%	351

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kovitz Investment Group Partners's DOC Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Healthpeak Properties (DOC) in Q4 2025, closing a stake of 155,009 shares — an estimated $2.97M sold.

Kovitz Investment Group Partners first reported a position in DOC in Q1 2024 and held it in 7 quarters. The position peaked at $2.97M in Q3 2025. 770 funds tracked by Wall St. Rank hold DOC as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Healthpeak Properties position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 155,009 Healthpeak Properties shares in Q4 2025, an estimated $2.97M.
Kovitz Investment Group Partners first reported a position in Healthpeak Properties in Q1 2024 and held it in 7 quarters.
Kovitz Investment Group Partners's Healthpeak Properties position peaked at $2.97M in Q3 2025.
770 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.