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SeaBridge Investment Advisors’s Healthpeak Properties DOC Stock Holding History

SeaBridge Investment 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
Q1 		– Sell
-40,575
Closed -$822K – 201
2024
Q4 		$822K Sell
40,575
-71,192
-64% -$1.54M 0.17% 112
2024
Q3 		$2.56M Buy
+111,767
New +$2.41M 0.63% 50

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.66T AUM 25.57% 1-Year Est. Return

SeaBridge Investment Advisors's DOC Position: Q1 2025 in Review

SeaBridge Investment Advisors sold out of Healthpeak Properties (DOC) in Q1 2025, closing a stake of 40,575 shares — an estimated $822K sold.

SeaBridge Investment Advisors first reported a position in DOC in Q3 2024 and held it in 2 quarters. The position peaked at $2.56M in Q3 2024. 755 funds tracked by Wall St. Rank hold DOC as of Q1 2025.

  • SeaBridge Investment Advisors reported no remaining Healthpeak Properties position as of Q1 2025 after selling out during the quarter.
  • SeaBridge Investment Advisors sold 40,575 Healthpeak Properties shares in Q1 2025, an estimated $822K.
  • SeaBridge Investment Advisors first reported a position in Healthpeak Properties in Q3 2024 and held it in 2 quarters.
  • SeaBridge Investment Advisors's Healthpeak Properties position peaked at $2.56M in Q3 2024.
  • 755 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2025.

Based on SeaBridge Investment Advisors's 13F filing for Q1 2025, filed 2 May 2025.