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Van Hulzen Asset Management’s Healthpeak Properties DOC Stock Holding History

Van Hulzen 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
-1,000
Closed -$20.3K – 495
2024
Q4 		$20.3K Buy
+1,000
New +$21.7K ﹤0.01% 675
2019
Q4 		– Sell
-6,400
Closed -$228K – 281
2019
Q3 		$228K Sell
6,400
-66
-1% -$2.23K 0.05% 237
2019
Q2 		$207K Hold
6,466
– – 0.05% 247
2019
Q1 		$202K Buy
+6,466
New +$197K 0.05% 224
2017
Q4 		– Sell
-7,744
Closed -$216K – 220
2017
Q3 		$216K Hold
7,744
– – 0.07% 159
2017
Q2 		$247K Hold
7,744
– – 0.1% 115
2017
Q1 		$242K Hold
7,744
– – 0.11% 109
2016
Q4 		$230K Sell
7,744
-320
-4% -$9.76K 0.11% 116
2016
Q3 		$279K Hold
8,064
– – 0.15% 90
2016
Q2 		$260K Sell
8,064
-1,098
-12% -$34.1K 0.15% 94
2016
Q1 		$272K Buy
9,162
+330
+4% +$9.9K 0.15% 94
2015
Q4 		$308K Sell
8,832
-5,381
-38% -$180K 0.19% 88
2015
Q3 		$482K Sell
14,213
-824
-5% -$28.5K 0.31% 68
2015
Q2 		$499K Buy
15,037
+768
+5% +$28K 0.27% 81
2015
Q1 		$562K Buy
14,269
+129
+0.9% +$5.18K 0.34% 73
2014
Q4 		$567K Buy
+14,140
New +$561K 0.39% 61
2014
Q2 		– Sell
-7,405
Closed -$262K – 70
2014
Q1 		$262K Hold
7,405
– – 0.26% 72
2013
Q4 		$245K Buy
+7,405
New +$264K 0.21% 88

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 $3.37T AUM 44.26% 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

Van Hulzen Asset Management's DOC Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Healthpeak Properties (DOC) in Q1 2025, closing a stake of 1,000 shares — an estimated $20.3K sold.

Van Hulzen Asset Management first reported a position in DOC in Q4 2013 and held it in 18 quarters. The position peaked at $567K in Q4 2014. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Healthpeak Properties position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 1,000 Healthpeak Properties shares in Q1 2025, an estimated $20.3K.
  • Van Hulzen Asset Management first reported a position in Healthpeak Properties in Q4 2013 and held it in 18 quarters.
  • Van Hulzen Asset Management's Healthpeak Properties position peaked at $567K in Q4 2014.
  • 756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.