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Stonebridge Financial Group (Pennsylvania)’s Healthpeak Properties DOC Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-7
Closed -$142 – 411
2025
Q1 		$142 Sell
7
-493
-99% -$9.97K ﹤0.01% 956
2024
Q4 		$10.1K Buy
+500
New +$10.8K ﹤0.01% 593

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 $3.38T AUM 44.17% 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

Stonebridge Financial Group (Pennsylvania)'s DOC Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Healthpeak Properties (DOC) in Q2 2025, closing a stake of 7 shares — an estimated $142 sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in DOC in Q4 2024 and held it in 2 quarters. The position peaked at $10.1K in Q4 2024. 732 funds tracked by Wall St. Rank hold DOC as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Healthpeak Properties position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 7 Healthpeak Properties shares in Q2 2025, an estimated $142.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Healthpeak Properties in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Healthpeak Properties position peaked at $10.1K in Q4 2024.
  • 732 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.