MFG
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Menard Financial Group’s Healthpeak Properties DOC Stock Holding History

Menard Financial Group’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
-16,542
Closed -$288K – 95
2025
Q1 		$288K Sell
16,542
-121
-0.7% -$2.45K 0.19% 87
2024
Q4 		$338K Buy
16,663
+1,765
+12% +$38.2K 0.2% 88
2024
Q3 		$341K Buy
+14,898
New +$321K 0.22% 93

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Menard Financial Group's DOC Position: Q2 2025 in Review

Menard Financial Group sold out of Healthpeak Properties (DOC) in Q2 2025, closing a stake of 16,542 shares — an estimated $288K sold.

Menard Financial Group first reported a position in DOC in Q3 2024 and held it in 3 quarters. The position peaked at $341K in Q3 2024. 733 funds tracked by Wall St. Rank hold DOC as of Q2 2025.

  • Menard Financial Group reported no remaining Healthpeak Properties position as of Q2 2025 after selling out during the quarter.
  • Menard Financial Group sold 16,542 Healthpeak Properties shares in Q2 2025, an estimated $288K.
  • Menard Financial Group first reported a position in Healthpeak Properties in Q3 2024 and held it in 3 quarters.
  • Menard Financial Group's Healthpeak Properties position peaked at $341K in Q3 2024.
  • 733 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2025.

Based on Menard Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.