ORG Partners’s Healthpeak Properties DOC Stock Holding History

ORG Partners’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	$10.7K	Sell	663 -735	-53%	-$13K	﹤0.01%	980
2025 Q3	$26.8K	Buy	1,398 +300	+27%	+$5.38K	﹤0.01%	717
2025 Q2	$19.6K	Buy	1,098 +195	+22%	+$3.46K	﹤0.01%	766
2025 Q1	$18.1K	Sell	903 -195	-18%	-$3.94K	﹤0.01%	710
2024 Q4	$22.3K	Buy	1,098 +748	+214%	+$16.2K	﹤0.01%	721
2024 Q3	$8.01K	Hold	350	–	–	﹤0.01%	826
2024 Q2	$6.82K	Buy	+350	New	+$6.68K	﹤0.01%	1325
2023 Q4	–	Sell	-855	Closed	-$15.7K	–	1186
2023 Q3	$15.7K	Sell	855 -8	-0.9%	-$164	﹤0.01%	742
2023 Q2	$17.2K	Buy	+863	New	+$17.9K	﹤0.01%	894

Other funds holding DOC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

ORG Partners's DOC Position: Q4 2025 in Review

ORG Partners reduced its Healthpeak Properties (DOC) stake by 53% in Q4 2025, selling an estimated $13K and leaving 663 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

ORG Partners first reported a position in DOC in Q2 2023 and has held it in 9 quarters since. The position peaked at $26.8K in Q3 2025. 768 funds tracked by Wall St. Rank hold DOC as of Q4 2025.

ORG Partners held 663 shares of Healthpeak Properties worth $10.7K as of Q4 2025.
ORG Partners sold 735 Healthpeak Properties shares in Q4 2025, an estimated $13K.
Healthpeak Properties made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #980 holding.
ORG Partners first reported a position in Healthpeak Properties in Q2 2023 and has held it in 9 quarters since.
ORG Partners's Healthpeak Properties position peaked at $26.8K in Q3 2025.
768 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.