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WealthTrust Axiom’s Healthpeak Properties DOC Stock Holding History

WealthTrust Axiom’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
Q3 		– Sell
-10,262
Closed -$180K – 271
2025
Q2 		$180K Hold
10,262
– – 0.05% 236
2025
Q1 		$207K Hold
10,262
– – 0.06% 225
2024
Q4 		$208K Sell
10,262
-463
-4% -$10K 0.06% 230
2024
Q3 		$245K Hold
10,725
– – 0.07% 213
2024
Q2 		$210K Hold
10,725
– – 0.07% 220
2024
Q1 		$201K Buy
+10,725
New +$195K 0.06% 230

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

WealthTrust Axiom's DOC Position: Q3 2025 in Review

WealthTrust Axiom sold out of Healthpeak Properties (DOC) in Q3 2025, closing a stake of 10,262 shares — an estimated $180K sold.

WealthTrust Axiom first reported a position in DOC in Q1 2024 and held it in 6 quarters. The position peaked at $245K in Q3 2024. 751 funds tracked by Wall St. Rank hold DOC as of Q3 2025.

  • WealthTrust Axiom reported no remaining Healthpeak Properties position as of Q3 2025 after selling out during the quarter.
  • WealthTrust Axiom sold 10,262 Healthpeak Properties shares in Q3 2025, an estimated $180K.
  • WealthTrust Axiom first reported a position in Healthpeak Properties in Q1 2024 and held it in 6 quarters.
  • WealthTrust Axiom's Healthpeak Properties position peaked at $245K in Q3 2024.
  • 751 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2025.

Based on WealthTrust Axiom's 13F filing for Q3 2025, filed 14 Nov 2025.