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Sonora Investment Management Group’s Healthpeak Properties DOC Stock Holding History

Sonora Investment Management Group’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 		$392K Buy
20,459
+7,128
+53% +$128K 0.03% 197
2025
Q2 		$233K Sell
13,331
-4,900
-27% -$87K 0.02% 247
2025
Q1 		$356K Hold
18,231
– – 0.03% 199
2024
Q4 		$356K Buy
18,231
+3,898
+27% +$84.5K 0.03% 198
2024
Q3 		$328K Buy
14,333
+120
+0.8% +$2.59K 0.02% 211
2024
Q2 		$266K Hold
14,213
– – 0.02% 234
2024
Q1 		$266K Buy
+14,213
New +$258K 0.02% 235

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

Sonora Investment Management Group's DOC Position: Q3 2025 in Review

Sonora Investment Management Group increased its Healthpeak Properties (DOC) stake by 53% in Q3 2025, buying an estimated $128K and bringing the position to 20,459 shares worth $392K. The position accounts for 0.03% of the portfolio, ranked #197.

Sonora Investment Management Group first reported a position in DOC in Q1 2024 and has held it in 7 quarters since. 751 funds tracked by Wall St. Rank hold DOC as of Q3 2025.

  • Sonora Investment Management Group held 20,459 shares of Healthpeak Properties worth $392K as of Q3 2025.
  • Sonora Investment Management Group bought 7,128 Healthpeak Properties shares in Q3 2025, an estimated $128K.
  • Healthpeak Properties made up 0.03% of Sonora Investment Management Group's portfolio in Q3 2025, its #197 holding.
  • Sonora Investment Management Group first reported a position in Healthpeak Properties in Q1 2024 and has held it in 7 quarters since.
  • 751 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.