Wealthspire Advisors (New York)’s Healthpeak Properties DOC Stock Holding History

Wealthspire Advisors (New York)’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	-5,306	Closed	-$102K	–	1508
2025 Q3	$102K	Buy	+5,306	New	+$95.1K	﹤0.01%	1004
2021 Q4	–	Sell	-10,902	Closed	-$365K	–	560
2021 Q3	$365K	Buy	+10,902	New	+$386K	0.01%	420
2021 Q2	–	Sell	-6,421	Closed	-$204K	–	452
2021 Q1	$204K	Buy	+6,421	New	+$195K	﹤0.01%	669
2020 Q2	–	Sell	-8,911	Closed	-$213K	–	337
2020 Q1	$213K	Buy	+8,911	New	+$290K	0.01%	474
2019 Q1	–	Sell	-655	Closed	-$18K	–	242
2018 Q4	$18K	Buy	+655	New	+$18.1K	﹤0.01%	362

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 $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthspire Advisors (New York)'s DOC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Healthpeak Properties (DOC) in Q4 2025, closing a stake of 5,306 shares — an estimated $102K sold.

Wealthspire Advisors (New York) first reported a position in DOC in Q4 2018 and held it in 5 quarters. The position peaked at $365K in Q3 2021. 769 funds tracked by Wall St. Rank hold DOC as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Healthpeak Properties position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 5,306 Healthpeak Properties shares in Q4 2025, an estimated $102K.
Wealthspire Advisors (New York) first reported a position in Healthpeak Properties in Q4 2018 and held it in 5 quarters.
Wealthspire Advisors (New York)'s Healthpeak Properties position peaked at $365K in Q3 2021.
769 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.