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World Investment Advisors’s Healthpeak Properties DOC Stock Holding History

World Investment 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
-14,854
Closed -$284K – 1489
2025
Q3 		$284K Buy
14,854
+110
+0.7% +$1.97K 0.01% 1008
2025
Q2 		$258K Buy
14,744
+17
+0.1% +$302 0.01% 987
2025
Q1 		$298K Sell
14,727
-764
-5% -$15.5K 0.01% 863
2024
Q4 		$314K Buy
15,491
+2,748
+22% +$59.5K 0.01% 808
2024
Q3 		$291K Buy
+12,743
New +$275K 0.01% 747

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
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

World Investment Advisors's DOC Position: Q4 2025 in Review

World Investment Advisors sold out of Healthpeak Properties (DOC) in Q4 2025, closing a stake of 14,854 shares — an estimated $284K sold.

World Investment Advisors first reported a position in DOC in Q3 2024 and held it in 5 quarters. The position peaked at $314K in Q4 2024. 771 funds tracked by Wall St. Rank hold DOC as of Q4 2025.

  • World Investment Advisors reported no remaining Healthpeak Properties position as of Q4 2025 after selling out during the quarter.
  • World Investment Advisors sold 14,854 Healthpeak Properties shares in Q4 2025, an estimated $284K.
  • World Investment Advisors first reported a position in Healthpeak Properties in Q3 2024 and held it in 5 quarters.
  • World Investment Advisors's Healthpeak Properties position peaked at $314K in Q4 2024.
  • 771 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2025.

Based on World Investment Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.