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Three Bearings Fiduciary Advisors’s Healthpeak Properties DOC Stock Holding History

Three Bearings Fiduciary 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
2026
Q1 		– Sell
-30
Closed -$518 – 352
2025
Q4 		$518 Buy
+30
New +$529 ﹤0.01% 366

Other funds holding DOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Three Bearings Fiduciary Advisors's DOC Position: Q1 2026 in Review

Three Bearings Fiduciary Advisors sold out of Healthpeak Properties (DOC) in Q1 2026, closing a stake of 30 shares — an estimated $518 sold.

Three Bearings Fiduciary Advisors first reported a position in DOC in Q4 2025 and held it in 1 quarter. The position peaked at $518 in Q4 2025. 757 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • Three Bearings Fiduciary Advisors reported no remaining Healthpeak Properties position as of Q1 2026 after selling out during the quarter.
  • Three Bearings Fiduciary Advisors sold 30 Healthpeak Properties shares in Q1 2026, an estimated $518.
  • Three Bearings Fiduciary Advisors first reported a position in Healthpeak Properties in Q4 2025 and held it in 1 quarter.
  • Three Bearings Fiduciary Advisors's Healthpeak Properties position peaked at $518 in Q4 2025.
  • 757 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q1 2026, filed 11 Jun 2026.