NEI
DOC icon

Northwest & Ethical Investments’s Healthpeak Properties DOC Stock Holding History

Northwest & Ethical Investments’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
Q1 		– Sell
-4,400
Closed -$89.1K – 486
2024
Q4 		$89.1K Hold
4,400
– – ﹤0.01% 448
2024
Q3 		$101K Sell
4,400
-600
-12% -$12.9K ﹤0.01% 463
2024
Q2 		$98K Buy
+5,000
New +$95.5K ﹤0.01% 450
2017
Q3 		– Sell
-1,600
Closed -$105K – 355
2017
Q2 		$105K Buy
+1,600
New +$50.7K 0.01% 338

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Northwest & Ethical Investments's DOC Position: Q1 2025 in Review

Northwest & Ethical Investments sold out of Healthpeak Properties (DOC) in Q1 2025, closing a stake of 4,400 shares — an estimated $89.1K sold.

Northwest & Ethical Investments first reported a position in DOC in Q2 2017 and held it in 4 quarters. The position peaked at $105K in Q2 2017. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2025.

  • Northwest & Ethical Investments reported no remaining Healthpeak Properties position as of Q1 2025 after selling out during the quarter.
  • Northwest & Ethical Investments sold 4,400 Healthpeak Properties shares in Q1 2025, an estimated $89.1K.
  • Northwest & Ethical Investments first reported a position in Healthpeak Properties in Q2 2017 and held it in 4 quarters.
  • Northwest & Ethical Investments's Healthpeak Properties position peaked at $105K in Q2 2017.
  • 756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2025.

Based on Northwest & Ethical Investments's 13F filing for Q1 2025, filed 13 May 2025.