Newbridge Financial Services Group’s Healthpeak Properties DOC Stock Holding History

Newbridge Financial Services 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 Q3	–	Sell	-1,022	Closed	-$17.9K	–	1310
2025 Q2	$17.9K	Sell	1,022 -1,000	-49%	-$17.8K	﹤0.01%	749
2025 Q1	$40.9K	Hold	2,022	–	–	0.01%	409
2024 Q4	$41K	Hold	2,022	–	–	0.01%	451
2024 Q3	$46.2K	Buy	+2,022	New	+$43.6K	0.02%	258
2023 Q2	–	Sell	-1,012	Closed	-$22.2K	–	1373
2023 Q1	$22.2K	Buy	1,012 +12	+1%	+$298	0.01%	678
2022 Q4	$25.1K	Buy	+1,000	New	+$24.3K	0.01%	648

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

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

Newbridge Financial Services Group's DOC Position: Q3 2025 in Review

Newbridge Financial Services Group sold out of Healthpeak Properties (DOC) in Q3 2025, closing a stake of 1,022 shares — an estimated $17.9K sold.

Newbridge Financial Services Group first reported a position in DOC in Q4 2022 and held it in 6 quarters. The position peaked at $46.2K in Q3 2024. 751 funds tracked by Wall St. Rank hold DOC as of Q3 2025.

Newbridge Financial Services Group reported no remaining Healthpeak Properties position as of Q3 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 1,022 Healthpeak Properties shares in Q3 2025, an estimated $17.9K.
Newbridge Financial Services Group first reported a position in Healthpeak Properties in Q4 2022 and held it in 6 quarters.
Newbridge Financial Services Group's Healthpeak Properties position peaked at $46.2K in Q3 2024.
751 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2025.

Based on Newbridge Financial Services Group's 13F filing for Q3 2025, filed 13 Nov 2025.