SFMG Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

SFMG Wealth 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 Q4	–	Sell	-152,122	Closed	-$2.91M	–	314
2025 Q3	$2.91M	Buy	152,122 +6,186	+4%	+$111K	0.2%	55
2025 Q2	$2.56M	Buy	145,936 +19,063	+15%	+$339K	0.19%	61
2025 Q1	$2.57M	Buy	126,873 +23,694	+23%	+$479K	0.2%	60
2024 Q4	$2.09M	Buy	103,179 +5,023	+5%	+$109K	0.16%	68
2024 Q3	$2.24M	Buy	98,156 +4,006	+4%	+$86.3K	0.18%	61
2024 Q2	$1.85M	Sell	94,150 -80,565	-46%	-$1.54M	0.16%	68
2024 Q1	$3.28M	Buy	174,715 +145,473	+497%	+$2.64M	0.28%	49
2023 Q4	$579K	Buy	+29,242	New	+$514K	0.05%	120
2015 Q2	–	Sell	-98,831	Closed	-$3.89M	–	131
2015 Q1	$3.89M	Buy	98,831 +49,833	+102%	+$2M	0.31%	31
2014 Q4	$1.97M	Buy	+48,998	New	+$1.94M	0.44%	26

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SFMG Wealth Advisors's DOC Position: Q4 2025 in Review

SFMG Wealth Advisors sold out of Healthpeak Properties (DOC) in Q4 2025, closing a stake of 152,122 shares — an estimated $2.91M sold.

SFMG Wealth Advisors first reported a position in DOC in Q4 2014 and held it in 10 quarters. The position peaked at $3.89M in Q1 2015. 769 funds tracked by Wall St. Rank hold DOC as of Q4 2025.

SFMG Wealth Advisors reported no remaining Healthpeak Properties position as of Q4 2025 after selling out during the quarter.
SFMG Wealth Advisors sold 152,122 Healthpeak Properties shares in Q4 2025, an estimated $2.91M.
SFMG Wealth Advisors first reported a position in Healthpeak Properties in Q4 2014 and held it in 10 quarters.
SFMG Wealth Advisors's Healthpeak Properties position peaked at $3.89M in Q1 2015.
769 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2025.

Based on SFMG Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.