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Retirement Wealth Solutions’s Healthpeak Properties DOC Stock Holding History

Retirement Wealth 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
Q4 		– Sell
-1
Closed -$15 – 781
2025
Q3 		$15 Sell
1
-407
-100% -$7.3K ﹤0.01% 817
2025
Q2 		$7.15K Buy
408
+1
+0.2% +$18 0.01% 266
2025
Q1 		$8.24K Hold
407
– – 0.01% 244
2024
Q4 		$8K Buy
+407
New +$8.82K 0.01% 251

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Retirement Wealth Solutions's DOC Position: Q4 2025 in Review

Retirement Wealth Solutions sold out of Healthpeak Properties (DOC) in Q4 2025, closing a stake of 1 share — an estimated $15 sold.

Retirement Wealth Solutions first reported a position in DOC in Q4 2024 and held it in 4 quarters. The position peaked at $8.24K in Q1 2025. 771 funds tracked by Wall St. Rank hold DOC as of Q4 2025.

  • Retirement Wealth Solutions reported no remaining Healthpeak Properties position as of Q4 2025 after selling out during the quarter.
  • Retirement Wealth Solutions sold 1 Healthpeak Properties share in Q4 2025, an estimated $15.
  • Retirement Wealth Solutions first reported a position in Healthpeak Properties in Q4 2024 and held it in 4 quarters.
  • Retirement Wealth Solutions's Healthpeak Properties position peaked at $8.24K in Q1 2025.
  • 771 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2025.

Based on Retirement Wealth Solutions's 13F filing for Q4 2025, filed 7 Jan 2026.