Westfuller Advisors’s Healthpeak Properties DOC Stock Holding History

Westfuller Advisors’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	-50	Closed	-$956	–	782
2025 Q3	$956	Buy	+50	New	+$897	﹤0.01%	711

Other funds holding DOC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $187B AUM 18.48% 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

Westfuller Advisors's DOC Position: Q4 2025 in Review

Westfuller Advisors sold out of Healthpeak Properties (DOC) in Q4 2025, closing a stake of 50 shares — an estimated $956 sold.

Westfuller Advisors first reported a position in DOC in Q3 2025 and held it in 1 quarter. The position peaked at $956 in Q3 2025. 769 funds tracked by Wall St. Rank hold DOC as of Q4 2025.

Westfuller Advisors reported no remaining Healthpeak Properties position as of Q4 2025 after selling out during the quarter.
Westfuller Advisors sold 50 Healthpeak Properties shares in Q4 2025, an estimated $956.
Westfuller Advisors first reported a position in Healthpeak Properties in Q3 2025 and held it in 1 quarter.
Westfuller Advisors's Healthpeak Properties position peaked at $956 in Q3 2025.
769 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2025.

Based on Westfuller Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.