MAFA
DOC icon

MJT & Associates Financial Advisory’s Healthpeak Properties DOC Stock Holding History

MJT & Associates Financial Advisory’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
-611
Closed -$11.7K – 458
2025
Q3 		$11.7K Buy
611
+87
+17% +$1.56K 0.01% 176
2025
Q2 		$9.17K Buy
524
+299
+133% +$5.31K 0.01% 218
2025
Q1 		$4.53K Buy
+225
New +$4.55K ﹤0.01% 310

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 $3.38T AUM 44.17% 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

MJT & Associates Financial Advisory's DOC Position: Q4 2025 in Review

MJT & Associates Financial Advisory sold out of Healthpeak Properties (DOC) in Q4 2025, closing a stake of 611 shares — an estimated $11.7K sold.

MJT & Associates Financial Advisory first reported a position in DOC in Q1 2025 and held it in 3 quarters. The position peaked at $11.7K in Q3 2025. 771 funds tracked by Wall St. Rank hold DOC as of Q4 2025.

  • MJT & Associates Financial Advisory reported no remaining Healthpeak Properties position as of Q4 2025 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 611 Healthpeak Properties shares in Q4 2025, an estimated $11.7K.
  • MJT & Associates Financial Advisory first reported a position in Healthpeak Properties in Q1 2025 and held it in 3 quarters.
  • MJT & Associates Financial Advisory's Healthpeak Properties position peaked at $11.7K in Q3 2025.
  • 771 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2025.

Based on MJT & Associates Financial Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.