Venture Visionary Partners’s Healthpeak Properties DOC Stock Holding History

Venture Visionary Partners’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	-15,455	Closed	-$296K	–	667
2025 Q3	$296K	Buy	15,455 +703	+5%	+$12.6K	0.01%	512
2025 Q2	$258K	Buy	+14,752	New	+$262K	0.01%	510
2024 Q3	–	Sell	-14,708	Closed	-$288K	–	558
2024 Q2	$288K	Buy	14,708 +99	+0.7%	+$1.89K	0.01%	463
2024 Q1	$274K	Buy	+14,609	New	+$265K	0.01%	468
2022 Q3	–	Sell	-1,671	Closed	-$43.3K	–	745
2022 Q2	$43.3K	Buy	+1,671	New	+$50.6K	﹤0.01%	835
2021 Q2	–	Sell	-16,852	Closed	-$534K	–	503
2021 Q1	$534K	Buy	16,852 +181	+1%	+$5.5K	0.04%	292
2020 Q4	$503K	Buy	16,671 +1,471	+10%	+$42.8K	0.06%	234
2020 Q3	$412K	Buy	15,200 +200	+1%	+$5.48K	0.1%	122
2020 Q2	$413K	Hold	15,000	–	–	0.12%	106
2020 Q1	$357K	Hold	15,000	–	–	0.13%	98
2019 Q4	$517K	Buy	+15,000	New	+$525K	0.16%	89

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Venture Visionary Partners's DOC Position: Q4 2025 in Review

Venture Visionary Partners sold out of Healthpeak Properties (DOC) in Q4 2025, closing a stake of 15,455 shares — an estimated $296K sold.

Venture Visionary Partners first reported a position in DOC in Q4 2019 and held it in 11 quarters. The position peaked at $534K in Q1 2021. 771 funds tracked by Wall St. Rank hold DOC as of Q4 2025.

Venture Visionary Partners reported no remaining Healthpeak Properties position as of Q4 2025 after selling out during the quarter.
Venture Visionary Partners sold 15,455 Healthpeak Properties shares in Q4 2025, an estimated $296K.
Venture Visionary Partners first reported a position in Healthpeak Properties in Q4 2019 and held it in 11 quarters.
Venture Visionary Partners's Healthpeak Properties position peaked at $534K in Q1 2021.
771 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2025.

Based on Venture Visionary Partners's 13F filing for Q4 2025, filed 13 Feb 2026.