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Winnow Wealth’s Healthpeak Properties DOC Stock Holding History

Winnow Wealth’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
-79,270
Closed -$1.39M – 591
2025
Q2 		$1.39M Buy
79,270
+79,259
+720,536% +$1.41M 1.03% 30
2025
Q1 		$204 Buy
11
+4
+57% +$81 ﹤0.01% 599
2024
Q4 		$134 Buy
+7
New +$152 ﹤0.01% 602

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 $3.37T AUM 44.26% 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

Winnow Wealth's DOC Position: Q3 2025 in Review

Winnow Wealth sold out of Healthpeak Properties (DOC) in Q3 2025, closing a stake of 79,270 shares — an estimated $1.39M sold.

Winnow Wealth first reported a position in DOC in Q4 2024 and held it in 3 quarters. The position peaked at $1.39M in Q2 2025. 751 funds tracked by Wall St. Rank hold DOC as of Q3 2025.

  • Winnow Wealth reported no remaining Healthpeak Properties position as of Q3 2025 after selling out during the quarter.
  • Winnow Wealth sold 79,270 Healthpeak Properties shares in Q3 2025, an estimated $1.39M.
  • Winnow Wealth first reported a position in Healthpeak Properties in Q4 2024 and held it in 3 quarters.
  • Winnow Wealth's Healthpeak Properties position peaked at $1.39M in Q2 2025.
  • 751 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2025.

Based on Winnow Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.