Orion Portfolio Solutions’s Healthpeak Properties DOC Stock Holding History

Orion Portfolio Solutions’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	$5.21M	Buy	257,641 +11,596	+5%	+$235K	0.05%	337
2024 Q4	$4.99M	Sell	246,045 -14,210	-5%	-$308K	0.05%	328
2024 Q3	$5.95M	Buy	260,255 +26,539	+11%	+$572K	0.06%	301
2024 Q2	$4.58M	Buy	233,716 +1,440	+0.6%	+$27.5K	0.05%	335
2024 Q1	$4.36M	Buy	+232,276	New	+$4.22M	0.05%	356
2023 Q4	–	Sell	-15,708	Closed	-$288K	–	1674
2023 Q3	$288K	Buy	15,708 +4,747	+43%	+$97.5K	﹤0.01%	1400
2023 Q2	$220K	Sell	10,961 -186	-2%	-$3.86K	﹤0.01%	1523
2023 Q1	$245K	Buy	+11,147	New	+$276K	﹤0.01%	1421
2020 Q3	–	Sell	-398	Closed	-$11K	–	833
2020 Q2	$11K	Sell	398 -103	-21%	-$2.63K	﹤0.01%	1158
2020 Q1	$12K	Buy	501 +227	+83%	+$7.4K	﹤0.01%	995
2019 Q4	$9K	Buy	+274	New	+$9.59K	﹤0.01%	1029

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

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

Orion Portfolio Solutions's DOC Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Healthpeak Properties (DOC) stake by 4.7% in Q1 2025, buying an estimated $235K and bringing the position to 257,641 shares worth $5.21M. The position accounts for 0.05% of the portfolio, ranked #337.

Orion Portfolio Solutions first reported a position in DOC in Q4 2019 and has held it in 11 quarters since. The position peaked at $5.95M in Q3 2024. 755 funds tracked by Wall St. Rank hold DOC as of Q1 2025.

Orion Portfolio Solutions held 257,641 shares of Healthpeak Properties worth $5.21M as of Q1 2025.
Orion Portfolio Solutions bought 11,596 Healthpeak Properties shares in Q1 2025, an estimated $235K.
Healthpeak Properties made up 0.05% of Orion Portfolio Solutions's portfolio in Q1 2025, its #337 holding.
Orion Portfolio Solutions first reported a position in Healthpeak Properties in Q4 2019 and has held it in 11 quarters since.
Orion Portfolio Solutions's Healthpeak Properties position peaked at $5.95M in Q3 2024.
755 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.