Prime Capital Investment Advisors’s Healthpeak Properties DOC Stock Holding History

Prime Capital 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 Q2	–	Sell	-13,350	Closed	-$270K	–	999
2025 Q1	$270K	Buy	13,350 +2,589	+24%	+$52.4K	﹤0.01%	873
2024 Q4	$218K	Buy	10,761 +47	+0.4%	+$1.02K	﹤0.01%	831
2024 Q3	$245K	Buy	10,714 +258	+2%	+$5.56K	﹤0.01%	797
2024 Q2	$205K	Buy	+10,456	New	+$200K	﹤0.01%	849
2019 Q3	–	Sell	-1,596	Closed	-$51K	–	611
2019 Q2	$51K	Buy	+1,596	New	+$49.6K	0.01%	242
2019 Q1	–	Sell	-1,320	Closed	-$37K	–	340
2018 Q4	$37K	Buy	+1,320	New	+$36.5K	0.01%	183

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIM

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Prime Capital Investment Advisors's DOC Position: Q2 2025 in Review

Prime Capital Investment Advisors sold out of Healthpeak Properties (DOC) in Q2 2025, closing a stake of 13,350 shares — an estimated $270K sold.

Prime Capital Investment Advisors first reported a position in DOC in Q4 2018 and held it in 6 quarters. The position peaked at $270K in Q1 2025. 732 funds tracked by Wall St. Rank hold DOC as of Q2 2025.

Prime Capital Investment Advisors reported no remaining Healthpeak Properties position as of Q2 2025 after selling out during the quarter.
Prime Capital Investment Advisors sold 13,350 Healthpeak Properties shares in Q2 2025, an estimated $270K.
Prime Capital Investment Advisors first reported a position in Healthpeak Properties in Q4 2018 and held it in 6 quarters.
Prime Capital Investment Advisors's Healthpeak Properties position peaked at $270K in Q1 2025.
732 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.