MidWestOne Financial Group’s Healthpeak Properties DOC Stock Holding History

MidWestOne 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 Q4	–	Sell	-45,015	Closed	-$862K	–	310
2025 Q3	$862K	Sell	45,015 -176,940	-80%	-$3.17M	0.1%	171
2025 Q2	$3.89M	Buy	221,955 +117,866	+113%	+$2.09M	0.5%	40
2025 Q1	$2.1M	Buy	104,089 +21,794	+26%	+$441K	0.3%	75
2024 Q4	$1.67M	Buy	82,295 +13,719	+20%	+$297K	0.23%	91
2024 Q3	$1.57M	Sell	68,576 -7,092	-9%	-$153K	0.22%	104
2024 Q2	$1.48M	Buy	75,668 +14,236	+23%	+$272K	0.27%	98
2024 Q1	$1.15M	Buy	61,432 +21,358	+53%	+$388K	0.21%	131
2023 Q4	$793K	Buy	40,074 +10,165	+34%	+$179K	0.15%	161
2023 Q3	$549K	Buy	+29,909	New	+$614K	0.12%	185

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MidWestOne Financial Group's DOC Position: Q4 2025 in Review

MidWestOne Financial Group sold out of Healthpeak Properties (DOC) in Q4 2025, closing a stake of 45,015 shares — an estimated $862K sold.

MidWestOne Financial Group first reported a position in DOC in Q3 2023 and held it in 9 quarters. The position peaked at $3.89M in Q2 2025. 770 funds tracked by Wall St. Rank hold DOC as of Q4 2025.

MidWestOne Financial Group reported no remaining Healthpeak Properties position as of Q4 2025 after selling out during the quarter.
MidWestOne Financial Group sold 45,015 Healthpeak Properties shares in Q4 2025, an estimated $862K.
MidWestOne Financial Group first reported a position in Healthpeak Properties in Q3 2023 and held it in 9 quarters.
MidWestOne Financial Group's Healthpeak Properties position peaked at $3.89M in Q2 2025.
770 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.