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Marshall & Sterling Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

Marshall & Sterling Wealth 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
-2,367
Closed -$45.3K – 418
2025
Q3 		$45.3K Buy
2,367
+25
+1% +$448 0.03% 184
2025
Q2 		$41K Sell
2,342
-294
-11% -$5.22K 0.03% 186
2025
Q1 		$53.3K Buy
+2,636
New +$53.3K 0.04% 146

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

Marshall & Sterling Wealth Advisors's DOC Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Healthpeak Properties (DOC) in Q4 2025, closing a stake of 2,367 shares — an estimated $45.3K sold.

Marshall & Sterling Wealth Advisors first reported a position in DOC in Q1 2025 and held it in 3 quarters. The position peaked at $53.3K in Q1 2025. 771 funds tracked by Wall St. Rank hold DOC as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Healthpeak Properties position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 2,367 Healthpeak Properties shares in Q4 2025, an estimated $45.3K.
  • Marshall & Sterling Wealth Advisors first reported a position in Healthpeak Properties in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Healthpeak Properties position peaked at $53.3K in Q1 2025.
  • 771 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.