RA
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Rise Advisors’s Healthpeak Properties DOC Stock Holding History

Rise 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
Q4 		– Sell
-60
Closed -$1.15K – 471
2025
Q3 		$1.15K Sell
60
-87
-59% -$1.56K ﹤0.01% 1259
2025
Q2 		$2.58K Buy
147
+87
+145% +$1.54K ﹤0.01% 1179
2025
Q1 		$1.22K Sell
60
-1,247
-95% -$25.2K ﹤0.01% 1217
2024
Q4 		$26.5K Buy
1,307
+18
+1% +$390 0.01% 460
2024
Q3 		$29.5K Buy
1,289
+17
+1% +$366 0.01% 422
2024
Q2 		$24.9K Buy
1,272
+19
+2% +$363 0.01% 477
2024
Q1 		$23.5K Buy
+1,253
New +$22.8K 0.01% 530

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

Rise Advisors's DOC Position: Q4 2025 in Review

Rise Advisors sold out of Healthpeak Properties (DOC) in Q4 2025, closing a stake of 60 shares — an estimated $1.15K sold.

Rise Advisors first reported a position in DOC in Q1 2024 and held it in 7 quarters. The position peaked at $29.5K in Q3 2024. 771 funds tracked by Wall St. Rank hold DOC as of Q4 2025.

  • Rise Advisors reported no remaining Healthpeak Properties position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 60 Healthpeak Properties shares in Q4 2025, an estimated $1.15K.
  • Rise Advisors first reported a position in Healthpeak Properties in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Healthpeak Properties position peaked at $29.5K in Q3 2024.
  • 771 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.