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Samalin Investment Counsel’s Healthpeak Properties DOC Stock Holding History

Samalin Investment Counsel’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
-44,810
Closed -$858K – 321
2025
Q3 		$858K Buy
44,810
+3,794
+9% +$68K 0.3% 95
2025
Q2 		$718K Buy
41,016
+5,893
+17% +$105K 0.28% 105
2025
Q1 		$710K Buy
35,123
+53
+0.2% +$1.07K 0.29% 102
2024
Q4 		$711K Sell
35,070
-2,204
-6% -$47.8K 0.31% 95
2024
Q3 		$852K Buy
37,274
+476
+1% +$10.3K 0.37% 72
2024
Q2 		$721K Buy
36,798
+4,285
+13% +$81.8K 0.34% 85
2024
Q1 		$610K Buy
32,513
+15,496
+91% +$282K 0.29% 107
2023
Q4 		$337K Buy
+17,017
New +$299K 0.17% 198

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Samalin Investment Counsel's DOC Position: Q4 2025 in Review

Samalin Investment Counsel sold out of Healthpeak Properties (DOC) in Q4 2025, closing a stake of 44,810 shares — an estimated $858K sold.

Samalin Investment Counsel first reported a position in DOC in Q4 2023 and held it in 8 quarters. The position peaked at $858K in Q3 2025. 769 funds tracked by Wall St. Rank hold DOC as of Q4 2025.

  • Samalin Investment Counsel reported no remaining Healthpeak Properties position as of Q4 2025 after selling out during the quarter.
  • Samalin Investment Counsel sold 44,810 Healthpeak Properties shares in Q4 2025, an estimated $858K.
  • Samalin Investment Counsel first reported a position in Healthpeak Properties in Q4 2023 and held it in 8 quarters.
  • Samalin Investment Counsel's Healthpeak Properties position peaked at $858K in Q3 2025.
  • 769 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2025.

Based on Samalin Investment Counsel's 13F filing for Q4 2025, filed 30 Jan 2026.