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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Addison Advisors's DOC Position: Q2 2026 in Review

Addison Advisors reduced its Healthpeak Properties (DOC) stake by 94% in Q2 2026, selling an estimated $52.3K and leaving 182 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Addison Advisors first reported a position in DOC in Q4 2021 and has held it in 19 quarters since. The position peaked at $111K in Q3 2024. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Addison Advisors held 182 shares of Healthpeak Properties worth $3.9K as of Q2 2026.
  • Addison Advisors sold 2,801 Healthpeak Properties shares in Q2 2026, an estimated $52.3K.
  • Healthpeak Properties made up ﹤0.01% of Addison Advisors's portfolio in Q2 2026, its #515 holding.
  • Addison Advisors first reported a position in Healthpeak Properties in Q4 2021 and has held it in 19 quarters since.
  • Addison Advisors's Healthpeak Properties position peaked at $111K in Q3 2024.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.