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Stiles Financial Services’s Healthpeak Properties DOC Stock Holding History

Stiles Financial Services’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
Q2 		– Sell
-10,179
Closed -$206K – 176
2025
Q1 		$206K Buy
10,179
+58
+0.6% +$1.17K 0.08% 168
2024
Q4 		$205K Sell
10,121
-2,513
-20% -$54.5K 0.07% 179
2024
Q3 		$289K Sell
12,634
-1,387
-10% -$29.9K 0.1% 153
2024
Q2 		$275K Sell
14,021
-1,791
-11% -$34.2K 0.11% 154
2024
Q1 		$297K Sell
15,812
-2,547
-14% -$46.3K 0.12% 140
2023
Q4 		$364K Sell
18,359
-2,100
-10% -$36.9K 0.17% 122
2023
Q3 		$376K Sell
20,459
-647
-3% -$13.3K 0.19% 115
2023
Q2 		$424K Sell
21,106
-451
-2% -$9.36K 0.21% 113
2023
Q1 		$474K Buy
21,557
+159
+0.7% +$3.94K 0.25% 100
2022
Q4 		$536K Sell
21,398
-1,115
-5% -$27.1K 0.31% 90
2022
Q3 		$516K Buy
22,513
+205
+0.9% +$5.42K 0.31% 88
2022
Q2 		$578K Sell
22,308
-112
-0.5% -$3.39K 0.35% 80
2022
Q1 		$770K Buy
22,420
+523
+2% +$17.6K 0.39% 71
2021
Q4 		$790K Buy
+21,897
New +$755K 0.38% 77

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stiles Financial Services's DOC Position: Q2 2025 in Review

Stiles Financial Services sold out of Healthpeak Properties (DOC) in Q2 2025, closing a stake of 10,179 shares — an estimated $206K sold.

Stiles Financial Services first reported a position in DOC in Q4 2021 and held it in 14 quarters. The position peaked at $790K in Q4 2021. 732 funds tracked by Wall St. Rank hold DOC as of Q2 2025.

  • Stiles Financial Services reported no remaining Healthpeak Properties position as of Q2 2025 after selling out during the quarter.
  • Stiles Financial Services sold 10,179 Healthpeak Properties shares in Q2 2025, an estimated $206K.
  • Stiles Financial Services first reported a position in Healthpeak Properties in Q4 2021 and held it in 14 quarters.
  • Stiles Financial Services's Healthpeak Properties position peaked at $790K in Q4 2021.
  • 732 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2025.

Based on Stiles Financial Services's 13F filing for Q2 2025, filed 24 Jul 2025.