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Accordant Advisory Group’s Healthpeak Properties DOC Stock Holding History

Accordant Advisory 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
Q4 		– Sell
-79,998
Closed -$1.53M – 182
2025
Q3 		$1.53M Buy
79,998
+728
+0.9% +$13.1K 1.04% 24
2025
Q2 		$1.39M Buy
+79,270
New +$1.41M 1.03% 30

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Accordant Advisory Group's DOC Position: Q4 2025 in Review

Accordant Advisory Group sold out of Healthpeak Properties (DOC) in Q4 2025, closing a stake of 79,998 shares — an estimated $1.53M sold.

Accordant Advisory Group first reported a position in DOC in Q2 2025 and held it in 2 quarters. The position peaked at $1.53M in Q3 2025. 768 funds tracked by Wall St. Rank hold DOC as of Q4 2025.

  • Accordant Advisory Group reported no remaining Healthpeak Properties position as of Q4 2025 after selling out during the quarter.
  • Accordant Advisory Group sold 79,998 Healthpeak Properties shares in Q4 2025, an estimated $1.53M.
  • Accordant Advisory Group first reported a position in Healthpeak Properties in Q2 2025 and held it in 2 quarters.
  • Accordant Advisory Group's Healthpeak Properties position peaked at $1.53M in Q3 2025.
  • 768 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2025.

Based on Accordant Advisory Group's 13F filing for Q4 2025, filed 22 Jan 2026.