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Trifecta Capital Advisors’s Healthpeak Properties DOC Stock Holding History

Trifecta Capital 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
Q4 		– Sell
-50
Closed -$958 – 313
2025
Q3 		$958 Hold
50
– – ﹤0.01% 410
2025
Q2 		$876 Hold
50
– – ﹤0.01% 451
2025
Q1 		$1.01K Hold
50
– – ﹤0.01% 375
2024
Q4 		$1.01K Hold
50
– – ﹤0.01% 369
2024
Q3 		$1.14K Hold
50
– – ﹤0.01% 370
2024
Q2 		$980 Hold
50
– – ﹤0.01% 382
2024
Q1 		$938 Hold
50
– – ﹤0.01% 378
2023
Q4 		$990 Buy
+50
New +$880 ﹤0.01% 397

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Trifecta Capital Advisors's DOC Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Healthpeak Properties (DOC) in Q4 2025, closing a stake of 50 shares — an estimated $958 sold.

Trifecta Capital Advisors first reported a position in DOC in Q4 2023 and held it in 8 quarters. The position peaked at $1.14K in Q3 2024. 769 funds tracked by Wall St. Rank hold DOC as of Q4 2025.

  • Trifecta Capital Advisors reported no remaining Healthpeak Properties position as of Q4 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 50 Healthpeak Properties shares in Q4 2025, an estimated $958.
  • Trifecta Capital Advisors first reported a position in Healthpeak Properties in Q4 2023 and held it in 8 quarters.
  • Trifecta Capital Advisors's Healthpeak Properties position peaked at $1.14K in Q3 2024.
  • 769 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.