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PSI Advisors’s Healthpeak Properties DOC Stock Holding History

PSI 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
-135
Closed -$2.73K – 242
2025
Q1 		$2.73K Hold
135
– – ﹤0.01% 569
2024
Q4 		$2.74K Sell
135
-35
-21% -$758 ﹤0.01% 694
2024
Q3 		$3.89K Hold
170
– – ﹤0.01% 691
2024
Q2 		$3.33K Hold
170
– – ﹤0.01% 680
2024
Q1 		$3.19K Sell
170
-500
-75% -$9.09K ﹤0.01% 635
2023
Q4 		$13.3K Hold
670
– – 0.01% 472
2023
Q3 		$12.3K Sell
670
-56
-8% -$1.15K 0.01% 464
2023
Q2 		$14.6K Buy
726
+56
+8% +$1.16K 0.01% 437
2023
Q1 		$14.7K Hold
670
– – 0.01% 383
2022
Q4 		$16.8K Sell
670
-5,316
-89% -$129K 0.01% 353
2022
Q3 		$137K Sell
5,986
-1,262
-17% -$33.3K 0.07% 139
2022
Q2 		$188K Sell
7,248
-1,719
-19% -$52.1K 0.09% 126
2022
Q1 		$308K Sell
8,967
-115
-1% -$3.87K 0.13% 114
2021
Q4 		$328K Sell
9,082
-1,080
-11% -$37.2K 0.13% 113
2021
Q3 		$340K Buy
10,162
+483
+5% +$17.1K 0.16% 106
2021
Q2 		$322K Sell
9,679
-1,005
-9% -$33.7K 0.17% 106
2021
Q1 		$339K Sell
10,684
-167
-2% -$5.07K 0.2% 93
2020
Q4 		$328K Buy
10,851
+107
+1% +$3.11K 0.23% 86
2020
Q3 		$291K Sell
10,744
-1,350
-11% -$37K 0.22% 86
2020
Q2 		$333K Sell
12,094
-538
-4% -$13.7K 0.27% 75
2020
Q1 		$301K Sell
12,632
-259
-2% -$8.44K 0.28% 75
2019
Q4 		$444K Buy
+12,891
New +$451K 0.29% 74

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 $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PSI Advisors's DOC Position: Q2 2025 in Review

PSI Advisors sold out of Healthpeak Properties (DOC) in Q2 2025, closing a stake of 135 shares — an estimated $2.73K sold.

PSI Advisors first reported a position in DOC in Q4 2019 and held it in 22 quarters. The position peaked at $444K in Q4 2019. 732 funds tracked by Wall St. Rank hold DOC as of Q2 2025.

  • PSI Advisors reported no remaining Healthpeak Properties position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 135 Healthpeak Properties shares in Q2 2025, an estimated $2.73K.
  • PSI Advisors first reported a position in Healthpeak Properties in Q4 2019 and held it in 22 quarters.
  • PSI Advisors's Healthpeak Properties position peaked at $444K in Q4 2019.
  • 732 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.