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Synergy Asset Management’s Healthpeak Properties DOC Stock Holding History

Synergy Asset Management’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
Q1 		– Sell
-471
Closed -$10.8K – 246
2024
Q4 		$10.8K Buy
+471
New +$10.2K ﹤0.01% 456
2023
Q2 		– Sell
-131,883
Closed -$2.9M – 99
2023
Q1 		$2.9M Buy
131,883
+13,101
+11% +$325K 0.69% 41
2022
Q4 		$2.98M Buy
118,782
+24,070
+25% +$585K 0.76% 39
2022
Q3 		$2.17M Buy
94,712
+3,883
+4% +$103K 0.59% 41
2022
Q2 		$2.35M Buy
+90,829
New +$2.75M 0.62% 43

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Synergy Asset Management's DOC Position: Q1 2025 in Review

Synergy Asset Management sold out of Healthpeak Properties (DOC) in Q1 2025, closing a stake of 471 shares — an estimated $10.8K sold.

Synergy Asset Management first reported a position in DOC in Q2 2022 and held it in 5 quarters. The position peaked at $2.98M in Q4 2022. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2025.

  • Synergy Asset Management reported no remaining Healthpeak Properties position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 471 Healthpeak Properties shares in Q1 2025, an estimated $10.8K.
  • Synergy Asset Management first reported a position in Healthpeak Properties in Q2 2022 and held it in 5 quarters.
  • Synergy Asset Management's Healthpeak Properties position peaked at $2.98M in Q4 2022.
  • 756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.