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Lindbrook Capital’s Healthpeak Properties DOC Stock Holding History

Lindbrook Capital’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
Q1 		$222K Buy
10,972
+7,610
+226% +$154K 0.02% 384
2024
Q4 		$68.1K Buy
3,362
+154
+5% +$3.34K 0.01% 687
2024
Q3 		$73.4K Sell
3,208
-369
-10% -$7.95K 0.01% 660
2024
Q2 		$70.1K Buy
3,577
+652
+22% +$12.5K 0.01% 663
2024
Q1 		$54.8K Buy
2,925
+1,406
+93% +$25.5K 0.01% 757
2023
Q4 		$30.1K Buy
1,519
+640
+73% +$11.3K ﹤0.01% 974
2023
Q3 		$16.1K Buy
879
+186
+27% +$3.82K ﹤0.01% 1170
2023
Q2 		$13.9K Sell
693
-117
-14% -$2.43K ﹤0.01% 1273
2023
Q1 		$17.8K Sell
810
-235
-22% -$5.83K ﹤0.01% 1128
2022
Q4 		$26.2K Buy
1,045
+141
+16% +$3.43K ﹤0.01% 943
2022
Q3 		$21K Buy
904
+685
+313% +$18.1K ﹤0.01% 954
2022
Q2 		$6K Sell
219
-266
-55% -$8.06K ﹤0.01% 1457
2022
Q1 		$17K Buy
485
+39
+9% +$1.31K ﹤0.01% 1069
2021
Q4 		$16K Buy
446
+29
+7% +$1K ﹤0.01% 1094
2021
Q3 		$14K Hold
417
– – ﹤0.01% 863
2021
Q2 		$14K Hold
417
– – ﹤0.01% 908
2021
Q1 		$13K Buy
417
+19
+5% +$577 ﹤0.01% 902
2020
Q4 		$12K Sell
398
-163
-29% -$4.74K ﹤0.01% 830
2020
Q3 		$15K Sell
561
-48
-8% -$1.31K ﹤0.01% 707
2020
Q2 		$17K Buy
609
+143
+31% +$3.65K 0.01% 660
2020
Q1 		$11K Buy
466
+117
+34% +$3.81K ﹤0.01% 719
2019
Q4 		$12K Buy
349
+36
+12% +$1.26K ﹤0.01% 871
2019
Q3 		$11K Hold
313
– – ﹤0.01% 868
2019
Q2 		$10K Hold
313
– – ﹤0.01% 892
2019
Q1 		$9K Hold
313
– – ﹤0.01% 917
2018
Q4 		$8K Buy
+313
New +$8.66K ﹤0.01% 874

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.66T AUM 25.57% 1-Year Est. Return

Lindbrook Capital's DOC Position: Q1 2025 in Review

Lindbrook Capital increased its Healthpeak Properties (DOC) stake by 226% in Q1 2025, buying an estimated $154K and bringing the position to 10,972 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #384.

Lindbrook Capital first reported a position in DOC in Q4 2018 and has held it in 26 quarters since. 755 funds tracked by Wall St. Rank hold DOC as of Q1 2025.

  • Lindbrook Capital held 10,972 shares of Healthpeak Properties worth $222K as of Q1 2025.
  • Lindbrook Capital bought 7,610 Healthpeak Properties shares in Q1 2025, an estimated $154K.
  • Healthpeak Properties made up 0.02% of Lindbrook Capital's portfolio in Q1 2025, its #384 holding.
  • Lindbrook Capital first reported a position in Healthpeak Properties in Q4 2018 and has held it in 26 quarters since.
  • 755 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.