SWA
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Stratos Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

Stratos Wealth Advisors’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
-10,400
Closed -$182K – 688
2025
Q2 		$182K Buy
+10,400
New +$185K 0.01% 639
2024
Q4 		– Sell
-9,465
Closed -$216K – 727
2024
Q3 		$216K Buy
+9,465
New +$204K 0.01% 688

Other funds holding DOC

Vanguard Group
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

Stratos Wealth Advisors's DOC Position: Q3 2025 in Review

Stratos Wealth Advisors sold out of Healthpeak Properties (DOC) in Q3 2025, closing a stake of 10,400 shares — an estimated $182K sold.

Stratos Wealth Advisors first reported a position in DOC in Q3 2024 and held it in 2 quarters. The position peaked at $216K in Q3 2024. 750 funds tracked by Wall St. Rank hold DOC as of Q3 2025.

  • Stratos Wealth Advisors reported no remaining Healthpeak Properties position as of Q3 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 10,400 Healthpeak Properties shares in Q3 2025, an estimated $182K.
  • Stratos Wealth Advisors first reported a position in Healthpeak Properties in Q3 2024 and held it in 2 quarters.
  • Stratos Wealth Advisors's Healthpeak Properties position peaked at $216K in Q3 2024.
  • 750 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2025.

Based on Stratos Wealth Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.