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Kraematon Investment Advisors’s Healthpeak Properties DOC Stock Holding History

Kraematon Investment 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
-12,523
Closed -$240K – 105
2025
Q3 		$240K Sell
12,523
-1
-0% -$18 0.21% 87
2025
Q2 		$219K Sell
12,524
-674
-5% -$12K 0.21% 85
2025
Q1 		$267K Sell
13,198
-1,151
-8% -$23.3K 0.27% 74
2024
Q4 		$291K Sell
14,349
-1,252
-8% -$27.1K 0.29% 71
2024
Q3 		$357K Sell
15,601
-2
-0% -$43 0.35% 64
2024
Q2 		$306K Hold
15,603
– – 0.31% 68
2024
Q1 		$293K Buy
+15,603
New +$284K 0.29% 71

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

Kraematon Investment Advisors's DOC Position: Q4 2025 in Review

Kraematon Investment Advisors sold out of Healthpeak Properties (DOC) in Q4 2025, closing a stake of 12,523 shares — an estimated $240K sold.

Kraematon Investment Advisors first reported a position in DOC in Q1 2024 and held it in 7 quarters. The position peaked at $357K in Q3 2024. 771 funds tracked by Wall St. Rank hold DOC as of Q4 2025.

  • Kraematon Investment Advisors reported no remaining Healthpeak Properties position as of Q4 2025 after selling out during the quarter.
  • Kraematon Investment Advisors sold 12,523 Healthpeak Properties shares in Q4 2025, an estimated $240K.
  • Kraematon Investment Advisors first reported a position in Healthpeak Properties in Q1 2024 and held it in 7 quarters.
  • Kraematon Investment Advisors's Healthpeak Properties position peaked at $357K in Q3 2024.
  • 771 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2025.

Based on Kraematon Investment Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.