Addison Advisors
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Addison Advisors’s Healthpeak Properties DOC Stock Holding History

Addison 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
2026
Q3 		$3.64K Hold
182
– – ﹤0.01% 560
2026
Q2 		$3.9K Sell
182
-2,801
-94% -$52.3K ﹤0.01% 515
2026
Q1 		$49K Buy
2,983
+14
+0.5% +$240 0.01% 430
2025
Q4 		$47.7K Sell
2,969
-278
-9% -$4.9K 0.01% 426
2025
Q3 		$62.2K Sell
3,247
-388
-11% -$6.96K 0.01% 386
2025
Q2 		$63.6K Sell
3,635
-1,147
-24% -$20.4K 0.02% 377
2025
Q1 		$96.7K Sell
4,782
-32
-0.7% -$647 0.03% 305
2024
Q4 		$97.6K Sell
4,814
-33
-0.7% -$715 0.03% 306
2024
Q3 		$111K Buy
4,847
+411
+9% +$8.86K 0.03% 294
2024
Q2 		$86.9K Buy
4,436
+4,191
+1,711% +$80K 0.03% 307
2024
Q1 		$4.59K Sell
245
-2,889
-92% -$52.5K ﹤0.01% 576
2023
Q4 		$62.1K Buy
3,134
+774
+33% +$13.6K 0.02% 331
2023
Q3 		$43.3K Sell
2,360
-510
-18% -$10.5K 0.02% 345
2023
Q2 		$57.7K Sell
2,870
-161
-5% -$3.34K 0.03% 304
2023
Q1 		$66.6K Buy
3,031
+273
+10% +$6.77K 0.04% 268
2022
Q4 		$69.1K Buy
2,758
+244
+10% +$5.93K 0.04% 259
2022
Q3 		$58K Buy
2,514
+1,275
+103% +$33.7K 0.04% 246
2022
Q2 		$32K Sell
1,239
-344
-22% -$10.4K 0.02% 309
2022
Q1 		$54K Buy
1,583
+1,535
+3,198% +$51.7K 0.03% 276
2021
Q4 		$2K Buy
+48
New +$1.66K ﹤0.01% 523

Other funds holding DOC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Addison Advisors's DOC Position: Q3 2026 in Review

Addison Advisors held its Healthpeak Properties (DOC) position steady in Q3 2026 at 182 shares worth $3.64K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Addison Advisors first reported a position in DOC in Q4 2021 and has held it in 20 quarters since. The position peaked at $111K in Q3 2024. 422 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

  • Addison Advisors held 182 shares of Healthpeak Properties worth $3.64K as of Q3 2026.
  • Addison Advisors left its Healthpeak Properties share count unchanged in Q3 2026.
  • Healthpeak Properties made up ﹤0.01% of Addison Advisors's portfolio in Q3 2026, its #560 holding.
  • Addison Advisors first reported a position in Healthpeak Properties in Q4 2021 and has held it in 20 quarters since.
  • Addison Advisors's Healthpeak Properties position peaked at $111K in Q3 2024.
  • 422 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on Addison Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.