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Stephens Consulting’s Healthpeak Properties DOC Stock Holding History

Stephens Consulting’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
-23
Closed -$403 – 607
2025
Q2 		$403 Buy
+23
New +$408 ﹤0.01% 967
2022
Q1 		– Sell
-78
Closed -$2.81K – 594
2021
Q4 		$2.81K Buy
+78
New +$2.69K ﹤0.01% 572

Other funds holding DOC

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stephens Consulting's DOC Position: Q3 2025 in Review

Stephens Consulting sold out of Healthpeak Properties (DOC) in Q3 2025, closing a stake of 23 shares — an estimated $403 sold.

Stephens Consulting first reported a position in DOC in Q4 2021 and held it in 2 quarters. The position peaked at $2.81K in Q4 2021. 750 funds tracked by Wall St. Rank hold DOC as of Q3 2025.

  • Stephens Consulting reported no remaining Healthpeak Properties position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 23 Healthpeak Properties shares in Q3 2025, an estimated $403.
  • Stephens Consulting first reported a position in Healthpeak Properties in Q4 2021 and held it in 2 quarters.
  • Stephens Consulting's Healthpeak Properties position peaked at $2.81K in Q4 2021.
  • 750 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.