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LGT Financial Advisors’s Healthpeak Properties DOC Stock Holding History

LGT Financial 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
Q3 		– Sell
-8
Closed -$141 – 459
2025
Q2 		$141 Buy
+8
New +$142 ﹤0.01% 571
2024
Q3 		– Sell
-1,792
Closed -$35.1K – 718
2024
Q2 		$35.1K Buy
1,792
+26
+1% +$497 0.07% 202
2024
Q1 		$33.1K Buy
1,766
+31
+2% +$563 0.04% 274
2023
Q4 		$34.4K Buy
1,735
+31
+2% +$545 0.04% 252
2023
Q3 		$31.3K Buy
+1,704
New +$35K 0.04% 268

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LGT Financial Advisors's DOC Position: Q3 2025 in Review

LGT Financial Advisors sold out of Healthpeak Properties (DOC) in Q3 2025, closing a stake of 8 shares — an estimated $141 sold.

LGT Financial Advisors first reported a position in DOC in Q3 2023 and held it in 5 quarters. The position peaked at $35.1K in Q2 2024. 750 funds tracked by Wall St. Rank hold DOC as of Q3 2025.

  • LGT Financial Advisors reported no remaining Healthpeak Properties position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 8 Healthpeak Properties shares in Q3 2025, an estimated $141.
  • LGT Financial Advisors first reported a position in Healthpeak Properties in Q3 2023 and held it in 5 quarters.
  • LGT Financial Advisors's Healthpeak Properties position peaked at $35.1K in Q2 2024.
  • 750 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.