MSWM
DOC icon

McGlone Suttner Wealth Management’s Healthpeak Properties DOC Stock Holding History

McGlone Suttner 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
Q2 		– Sell
-10,487
Closed -$212K – 192
2025
Q1 		$212K Buy
+10,487
New +$212K 0.03% 182
2024
Q4 		– Sell
-10,985
Closed -$251K – 179
2024
Q3 		$251K Buy
+10,985
New +$237K 0.05% 148
2024
Q1 		– Sell
-9,234
Closed -$183K – 325
2023
Q4 		$183K Buy
+9,234
New +$162K 0.04% 167

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

McGlone Suttner Wealth Management's DOC Position: Q2 2025 in Review

McGlone Suttner Wealth Management sold out of Healthpeak Properties (DOC) in Q2 2025, closing a stake of 10,487 shares — an estimated $212K sold.

McGlone Suttner Wealth Management first reported a position in DOC in Q4 2023 and held it in 3 quarters. The position peaked at $251K in Q3 2024. 732 funds tracked by Wall St. Rank hold DOC as of Q2 2025.

  • McGlone Suttner Wealth Management reported no remaining Healthpeak Properties position as of Q2 2025 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 10,487 Healthpeak Properties shares in Q2 2025, an estimated $212K.
  • McGlone Suttner Wealth Management first reported a position in Healthpeak Properties in Q4 2023 and held it in 3 quarters.
  • McGlone Suttner Wealth Management's Healthpeak Properties position peaked at $251K in Q3 2024.
  • 732 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2025.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.