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Williamson Legacy Group’s Healthpeak Properties DOC Stock Holding History

Williamson Legacy Group’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
-46,301
Closed -$939K – 110
2024
Q4 		$939K Buy
+46,301
New +$1M 0.63% 50

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Williamson Legacy Group's DOC Position: Q1 2025 in Review

Williamson Legacy Group sold out of Healthpeak Properties (DOC) in Q1 2025, closing a stake of 46,301 shares — an estimated $939K sold.

Williamson Legacy Group first reported a position in DOC in Q4 2024 and held it in 1 quarter. The position peaked at $939K in Q4 2024. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2025.

  • Williamson Legacy Group reported no remaining Healthpeak Properties position as of Q1 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 46,301 Healthpeak Properties shares in Q1 2025, an estimated $939K.
  • Williamson Legacy Group first reported a position in Healthpeak Properties in Q4 2024 and held it in 1 quarter.
  • Williamson Legacy Group's Healthpeak Properties position peaked at $939K in Q4 2024.
  • 756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2025.

Based on Williamson Legacy Group's 13F filing for Q1 2025, filed 8 May 2025.