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Venturi Wealth Management’s Healthpeak Properties DOC Stock Holding History

Venturi Wealth 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
-1,566
Closed -$31.7K – 898
2024
Q4 		$31.7K Sell
1,566
-4,799
-75% -$104K ﹤0.01% 1150
2024
Q3 		$146K Buy
6,365
+5,343
+523% +$115K 0.01% 486
2024
Q2 		$20K Buy
1,022
+649
+174% +$12.4K ﹤0.01% 943
2024
Q1 		$6.99K Buy
373
+13
+4% +$236 ﹤0.01% 1008
2023
Q4 		$7.13K Buy
360
+196
+120% +$3.45K ﹤0.01% 950
2023
Q3 		$3.01K Buy
164
+137
+507% +$2.81K ﹤0.01% 1083
2023
Q2 		$543 Buy
+27
New +$561 ﹤0.01% 1072

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

Venturi Wealth Management's DOC Position: Q1 2025 in Review

Venturi Wealth Management sold out of Healthpeak Properties (DOC) in Q1 2025, closing a stake of 1,566 shares — an estimated $31.7K sold.

Venturi Wealth Management first reported a position in DOC in Q2 2023 and held it in 7 quarters. The position peaked at $146K in Q3 2024. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2025.

  • Venturi Wealth Management reported no remaining Healthpeak Properties position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,566 Healthpeak Properties shares in Q1 2025, an estimated $31.7K.
  • Venturi Wealth Management first reported a position in Healthpeak Properties in Q2 2023 and held it in 7 quarters.
  • Venturi Wealth Management's Healthpeak Properties position peaked at $146K in Q3 2024.
  • 756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.