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Wood Tarver Financial Group’s Healthpeak Properties DOC Stock Holding History

Wood Tarver Financial 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
-6
Closed – – 728
2024
Q4 		$0 Buy
+6
New +$130 ﹤0.01% 637

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wood Tarver Financial Group's DOC Position: Q1 2025 in Review

Wood Tarver Financial Group sold out of Healthpeak Properties (DOC) in Q1 2025, closing a stake of 6 shares.

Wood Tarver Financial Group first reported a position in DOC in Q4 2024 and held it in 1 quarter. The position peaked at $0 in Q4 2024. 754 funds tracked by Wall St. Rank hold DOC as of Q1 2025.

  • Wood Tarver Financial Group reported no remaining Healthpeak Properties position as of Q1 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 6 Healthpeak Properties shares in Q1 2025.
  • Wood Tarver Financial Group first reported a position in Healthpeak Properties in Q4 2024 and held it in 1 quarter.
  • Wood Tarver Financial Group's Healthpeak Properties position peaked at $0 in Q4 2024.
  • 754 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2025.

Based on Wood Tarver Financial Group's 13F filing for Q1 2025, filed 29 Apr 2025.