LCM
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LDR Capital Management’s Healthpeak Properties DOC Stock Holding History

LDR Capital 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
-24,987
Closed -$479K – 45
2025
Q3 		$479K Sell
24,987
-102,881
-80% -$1.84M 0.7% 33
2025
Q2 		$2.24M Buy
127,868
+3,662
+3% +$65K 2.9% 17
2025
Q1 		$2.51M Buy
124,206
+3,831
+3% +$77.5K 3.03% 15
2024
Q4 		$2.44M Sell
120,375
-41,649
-26% -$903K 3.31% 10
2024
Q3 		$3.71M Sell
162,024
-80,504
-33% -$1.74M 4.12% 5
2024
Q2 		$4.75M Sell
242,528
-21,453
-8% -$410K 4.33% 6
2024
Q1 		$4.95M Buy
263,981
+33,547
+15% +$610K 3.33% 6
2023
Q4 		$4.56M Buy
230,434
+13,359
+6% +$235K 2.55% 9
2023
Q3 		$3.99M Buy
217,075
+23,807
+12% +$489K 2.42% 11
2023
Q2 		$3.88M Buy
193,268
+35,374
+22% +$734K 2.42% 11
2023
Q1 		$3.47M Buy
157,894
+1,687
+1% +$41.8K 2.28% 14
2022
Q4 		$3.92M Buy
156,207
+29,361
+23% +$714K 2.15% 11
2022
Q3 		$2.91M Buy
126,846
+12,523
+11% +$331K 1.47% 18
2022
Q2 		$2.96M Sell
114,323
-477
-0.4% -$14.5K 1.24% 21
2022
Q1 		$3.94M Buy
+114,800
New +$3.87M 1.24% 25

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
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

LDR Capital Management's DOC Position: Q4 2025 in Review

LDR Capital Management sold out of Healthpeak Properties (DOC) in Q4 2025, closing a stake of 24,987 shares — an estimated $479K sold.

LDR Capital Management first reported a position in DOC in Q1 2022 and held it in 15 quarters. The position peaked at $4.95M in Q1 2024. 770 funds tracked by Wall St. Rank hold DOC as of Q4 2025.

  • LDR Capital Management reported no remaining Healthpeak Properties position as of Q4 2025 after selling out during the quarter.
  • LDR Capital Management sold 24,987 Healthpeak Properties shares in Q4 2025, an estimated $479K.
  • LDR Capital Management first reported a position in Healthpeak Properties in Q1 2022 and held it in 15 quarters.
  • LDR Capital Management's Healthpeak Properties position peaked at $4.95M in Q1 2024.
  • 770 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2025.

Based on LDR Capital Management's 13F filing for Q4 2025, filed 22 Jan 2026.