Savant Capital’s Healthpeak Properties DOC Stock Holding History

Savant Capital’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 Q2	–	Sell	-11,917	Closed	-$241K	–	1238
2025 Q1	$241K	Sell	11,917 -80,609	-87%	-$1.63M	﹤0.01%	927
2024 Q4	$1.88M	Sell	92,526 -98	-0.1%	-$2.12K	0.01%	459
2024 Q3	$2.12M	Buy	92,624 +5,322	+6%	+$115K	0.02%	414
2024 Q2	$1.71M	Buy	+87,302	New	+$1.67M	0.02%	427
2016 Q1	–	Sell	-6,604	Closed	-$230K	–	239
2015 Q4	$230K	Buy	+6,604	New	+$221K	0.07%	200

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Savant Capital's DOC Position: Q2 2025 in Review

Savant Capital sold out of Healthpeak Properties (DOC) in Q2 2025, closing a stake of 11,917 shares — an estimated $241K sold.

Savant Capital first reported a position in DOC in Q4 2015 and held it in 5 quarters. The position peaked at $2.12M in Q3 2024. 732 funds tracked by Wall St. Rank hold DOC as of Q2 2025.

Savant Capital reported no remaining Healthpeak Properties position as of Q2 2025 after selling out during the quarter.
Savant Capital sold 11,917 Healthpeak Properties shares in Q2 2025, an estimated $241K.
Savant Capital first reported a position in Healthpeak Properties in Q4 2015 and held it in 5 quarters.
Savant Capital's Healthpeak Properties position peaked at $2.12M in Q3 2024.
732 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2025.

Based on Savant Capital's 13F filing for Q2 2025, filed 6 Aug 2025.