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Laird Norton Wetherby Wealth Management’s Healthpeak Properties DOC Stock Holding History

Laird Norton Wetherby 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
Q3 		$215K Buy
+11,229
New +$201K 0.01% 867
2024
Q4 		$206K Sell
10,141
-1,550
-13% -$33.6K 0.01% 828
2024
Q3 		$267K Sell
11,691
-325
-3% -$7K 0.01% 769
2024
Q2 		$236K Buy
12,016
+853
+8% +$16.3K 0.01% 790
2024
Q1 		$209K Buy
+11,163
New +$203K 0.01% 870
2022
Q3 		– Sell
-12,443
Closed -$322K – 900
2022
Q2 		$322K Sell
12,443
-1,389
-10% -$42.1K 0.02% 649
2022
Q1 		$475K Buy
13,832
+35
+0.3% +$1.18K 0.03% 540
2021
Q4 		$498K Sell
13,797
-561
-4% -$19.3K 0.03% 524
2021
Q3 		$481K Sell
14,358
-125
-0.9% -$4.42K 0.03% 524
2021
Q2 		$482K Buy
14,483
+882
+6% +$29.6K 0.03% 526
2021
Q1 		$431K Sell
13,601
-428
-3% -$13K 0.03% 484
2020
Q4 		$424K Buy
14,029
+466
+3% +$13.6K 0.03% 512
2020
Q3 		$368K Sell
13,563
-366
-3% -$10K 0.03% 462
2020
Q2 		$384K Sell
13,929
-1,394
-9% -$35.6K 0.04% 424
2020
Q1 		$365K Buy
15,323
+5,337
+53% +$174K 0.04% 398
2019
Q4 		$344K Buy
9,986
+223
+2% +$7.8K 0.03% 497
2019
Q3 		$348K Buy
9,763
+845
+9% +$28.5K 0.04% 502
2019
Q2 		$285K Buy
8,918
+331
+4% +$10.3K 0.03% 556
2019
Q1 		$269K Buy
8,587
+692
+9% +$21.1K 0.03% 545
2018
Q4 		$221K Buy
7,895
+278
+4% +$7.7K 0.03% 554
2018
Q3 		$200K Buy
+7,617
New +$200K 0.02% 624
2015
Q4 		– Sell
-7,067
Closed -$240K – 471
2015
Q3 		$240K Buy
+7,067
New +$244K 0.06% 369
2015
Q2 		– Sell
-5,459
Closed -$215K – 498
2015
Q1 		$215K Sell
5,459
-22
-0.4% -$883 0.05% 417
2014
Q4 		$220K Buy
+5,481
New +$217K 0.06% 392
2013
Q4 		– Sell
-5,920
Closed -$221K – 438
2013
Q3 		$221K Sell
5,920
-516
-8% -$20.1K 0.07% 353
2013
Q2 		$266K Buy
+6,436
New +$294K 0.09% 266

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 $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
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

Laird Norton Wetherby Wealth Management's DOC Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management opened a new position in Healthpeak Properties (DOC) in Q3 2025: 11,229 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #867 among its holdings. This is a return to the name: Laird Norton Wetherby Wealth Management previously reported a position in DOC as recently as Q4 2024.

Laird Norton Wetherby Wealth Management first reported a position in DOC in Q2 2013 and has held it in 26 quarters since. The position peaked at $498K in Q4 2021. 751 funds tracked by Wall St. Rank hold DOC as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 11,229 shares of Healthpeak Properties worth $215K as of Q3 2025.
  • Healthpeak Properties was a new Laird Norton Wetherby Wealth Management position in Q3 2025.
  • Healthpeak Properties made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #867 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Healthpeak Properties in Q2 2013 and has held it in 26 quarters since.
  • Laird Norton Wetherby Wealth Management's Healthpeak Properties position peaked at $498K in Q4 2021.
  • 751 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.