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Prudent Man Advisors’s Healthpeak Properties DOC Stock Holding History

Prudent Man 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
Q3 		– Sell
-11,254
Closed -$197K – 150
2025
Q2 		$197K Buy
11,254
+125
+1% +$2.22K 0.06% 172
2025
Q1 		$225K Hold
11,129
– – 0.08% 152
2024
Q4 		$226K Buy
11,129
+1,879
+20% +$40.7K 0.08% 148
2024
Q3 		$212K Buy
+9,250
New +$199K 0.07% 162

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prudent Man Advisors's DOC Position: Q3 2025 in Review

Prudent Man Advisors sold out of Healthpeak Properties (DOC) in Q3 2025, closing a stake of 11,254 shares — an estimated $197K sold.

Prudent Man Advisors first reported a position in DOC in Q3 2024 and held it in 4 quarters. The position peaked at $226K in Q4 2024. 751 funds tracked by Wall St. Rank hold DOC as of Q3 2025.

  • Prudent Man Advisors reported no remaining Healthpeak Properties position as of Q3 2025 after selling out during the quarter.
  • Prudent Man Advisors sold 11,254 Healthpeak Properties shares in Q3 2025, an estimated $197K.
  • Prudent Man Advisors first reported a position in Healthpeak Properties in Q3 2024 and held it in 4 quarters.
  • Prudent Man Advisors's Healthpeak Properties position peaked at $226K in Q4 2024.
  • 751 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2025.

Based on Prudent Man Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.