MYIA
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Mount Yale Investment Advisors’s Healthpeak Properties DOC Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-1,812
Closed -$31.7K – 902
2025
Q2 		$31.7K Buy
+1,812
New +$32.2K ﹤0.01% 941
2018
Q4 		– Sell
-1,009
Closed -$29K – 433
2018
Q3 		$29K Sell
1,009
-3,000
-75% -$78.9K 0.01% 711
2018
Q2 		$104K Buy
+4,009
New +$94.5K 0.02% 447

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
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
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mount Yale Investment Advisors's DOC Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Healthpeak Properties (DOC) in Q3 2025, closing a stake of 1,812 shares — an estimated $31.7K sold.

Mount Yale Investment Advisors first reported a position in DOC in Q2 2018 and held it in 3 quarters. The position peaked at $104K in Q2 2018. 751 funds tracked by Wall St. Rank hold DOC as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Healthpeak Properties position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,812 Healthpeak Properties shares in Q3 2025, an estimated $31.7K.
  • Mount Yale Investment Advisors first reported a position in Healthpeak Properties in Q2 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Healthpeak Properties position peaked at $104K in Q2 2018.
  • 751 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.