RWA Wealth Partners’s Healthpeak Properties DOC Stock Holding History

RWA Wealth Partners’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	-18,199	Closed	-$319K	–	617
2025 Q2	$319K	Sell	18,199 -2,922	-14%	-$51.9K	﹤0.01%	501
2025 Q1	$427K	Sell	21,121 -17,093	-45%	-$346K	0.01%	426
2024 Q4	$775K	Sell	38,214 -59	-0.2%	-$1.28K	0.01%	360
2024 Q3	$875K	Sell	38,273 -1,524	-4%	-$32.8K	0.01%	342
2024 Q2	$780K	Sell	39,797 -1,698	-4%	-$32.4K	0.01%	339
2024 Q1	$778K	Buy	41,495 +9,544	+30%	+$173K	0.01%	338
2023 Q4	$633K	Sell	31,951 -750	-2%	-$13.2K	0.01%	352
2023 Q3	$600K	Sell	32,701 -4,350	-12%	-$89.3K	0.01%	237
2023 Q2	$745K	Buy	+37,051	New	+$769K	0.02%	191

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

RWA Wealth Partners's DOC Position: Q3 2025 in Review

RWA Wealth Partners sold out of Healthpeak Properties (DOC) in Q3 2025, closing a stake of 18,199 shares — an estimated $319K sold.

RWA Wealth Partners first reported a position in DOC in Q2 2023 and held it in 9 quarters. The position peaked at $875K in Q3 2024. 751 funds tracked by Wall St. Rank hold DOC as of Q3 2025.

RWA Wealth Partners reported no remaining Healthpeak Properties position as of Q3 2025 after selling out during the quarter.
RWA Wealth Partners sold 18,199 Healthpeak Properties shares in Q3 2025, an estimated $319K.
RWA Wealth Partners first reported a position in Healthpeak Properties in Q2 2023 and held it in 9 quarters.
RWA Wealth Partners's Healthpeak Properties position peaked at $875K in Q3 2024.
751 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2025.

Based on RWA Wealth Partners's 13F filing for Q3 2025, filed 10 Nov 2025.