SWP
DOC icon

SIMA Wealth Partners’s Healthpeak Properties DOC Stock Holding History

SIMA 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
-400
Closed -$7K – 168
2025
Q2 		$7K Hold
400
– – 0.01% 130
2025
Q1 		$8.09K Buy
+400
New +$8.09K 0.01% 152

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

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

SIMA Wealth Partners sold out of Healthpeak Properties (DOC) in Q3 2025, closing a stake of 400 shares — an estimated $7K sold.

SIMA Wealth Partners first reported a position in DOC in Q1 2025 and held it in 2 quarters. The position peaked at $8.09K in Q1 2025. 751 funds tracked by Wall St. Rank hold DOC as of Q3 2025.

  • SIMA Wealth Partners reported no remaining Healthpeak Properties position as of Q3 2025 after selling out during the quarter.
  • SIMA Wealth Partners sold 400 Healthpeak Properties shares in Q3 2025, an estimated $7K.
  • SIMA Wealth Partners first reported a position in Healthpeak Properties in Q1 2025 and held it in 2 quarters.
  • SIMA Wealth Partners's Healthpeak Properties position peaked at $8.09K in Q1 2025.
  • 751 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2025.

Based on SIMA Wealth Partners's 13F filing for Q3 2025, filed 28 May 2026.