SWP
DOC icon

Sagespring Wealth Partners’s Healthpeak Properties DOC Stock Holding History

Sagespring 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
-11,310
Closed -$198K – 741
2025
Q2 		$198K Sell
11,310
-4,542
-29% -$80.7K ﹤0.01% 695
2025
Q1 		$321K Buy
15,852
+452
+3% +$9.14K 0.01% 491
2024
Q4 		$312K Buy
+15,400
New +$334K 0.01% 471

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
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

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

Sagespring Wealth Partners sold out of Healthpeak Properties (DOC) in Q3 2025, closing a stake of 11,310 shares — an estimated $198K sold.

Sagespring Wealth Partners first reported a position in DOC in Q4 2024 and held it in 3 quarters. The position peaked at $321K in Q1 2025. 751 funds tracked by Wall St. Rank hold DOC as of Q3 2025.

  • Sagespring Wealth Partners reported no remaining Healthpeak Properties position as of Q3 2025 after selling out during the quarter.
  • Sagespring Wealth Partners sold 11,310 Healthpeak Properties shares in Q3 2025, an estimated $198K.
  • Sagespring Wealth Partners first reported a position in Healthpeak Properties in Q4 2024 and held it in 3 quarters.
  • Sagespring Wealth Partners's Healthpeak Properties position peaked at $321K in Q1 2025.
  • 751 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2025.

Based on Sagespring Wealth Partners's 13F filing for Q3 2025, filed 31 Oct 2025.