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Advisors Management Group’s Healthpeak Properties DOC Stock Holding History

Advisors Management 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
2026
Q1 		$385K Sell
23,456
-21,914
-48% -$376K 0.07% 121
2025
Q4 		$730K Sell
45,370
-46,215
-50% -$815K 0.13% 96
2025
Q3 		$1.75M Sell
91,585
-1,270
-1% -$22.8K 0.31% 75
2025
Q2 		$1.63M Sell
92,855
-174
-0.2% -$3.09K 0.31% 75
2025
Q1 		$1.88M Sell
93,029
-191
-0.2% -$3.86K 0.41% 63
2024
Q4 		$1.89M Sell
93,220
-974
-1% -$21.1K 0.45% 66
2024
Q3 		$2.15M Buy
94,194
+172
+0.2% +$3.71K 0.51% 60
2024
Q2 		$1.84M Buy
+94,022
New +$1.8M 0.46% 64
2024
Q1 		– Sell
-94,148
Closed -$1.86M – 162
2023
Q4 		$1.86M Sell
94,148
-658
-0.7% -$11.6K 0.51% 61
2023
Q3 		$1.74M Buy
94,806
+1,022
+1% +$21K 0.53% 60
2023
Q2 		$1.89M Sell
93,784
-1,063
-1% -$22.1K 0.56% 59
2023
Q1 		$2.08M Sell
94,847
-865
-0.9% -$21.4K 0.66% 48
2022
Q4 		$2.4M Buy
95,712
+22
+0% +$535 0.91% 42
2022
Q3 		$2.19M Sell
95,690
-795
-0.8% -$21K 0.87% 40
2022
Q2 		$2.5M Sell
96,485
-838
-0.9% -$25.4K 0.88% 40
2022
Q1 		$3.34M Sell
97,323
-642
-0.7% -$21.6K 1.13% 34
2021
Q4 		$3.54M Sell
97,965
-144
-0.1% -$4.97K 1.06% 34
2021
Q3 		$3.29M Sell
98,109
-814
-0.8% -$28.8K 1.02% 34
2021
Q2 		$3.29M Sell
98,923
-168
-0.2% -$5.64K 0.98% 37
2021
Q1 		$3.15M Buy
99,091
+2,806
+3% +$85.2K 0.99% 39
2020
Q4 		$2.91M Buy
96,285
+3,761
+4% +$109K 1.19% 33
2020
Q3 		$2.51M Sell
92,524
-266
-0.3% -$7.29K 1.04% 37
2020
Q2 		$2.56M Sell
92,790
-2,409
-3% -$61.5K 1.14% 36
2020
Q1 		$2.27M Buy
95,199
+1,030
+1% +$33.6K 1.09% 33
2019
Q4 		$3.25M Sell
94,169
-1,804
-2% -$63.1K 1.29% 36
2019
Q3 		$3.42M Sell
95,973
-497
-0.5% -$16.8K 1.41% 30
2019
Q2 		$3.08M Sell
96,470
-682
-0.7% -$21.2K 1.34% 32
2019
Q1 		$3.04M Buy
97,152
+97
+0.1% +$2.96K 1.36% 33
2018
Q4 		$2.71M Sell
97,055
-803
-0.8% -$22.2K 1.43% 33
2018
Q3 		$2.58M Sell
97,858
-499
-0.5% -$13.1K 1.18% 40
2018
Q2 		$2.54M Sell
98,357
-406
-0.4% -$9.57K 1.21% 39
2018
Q1 		$2.31M Sell
98,763
-586
-0.6% -$13.6K 1.19% 37
2017
Q4 		$2.59M Sell
99,349
-1,378
-1% -$36.5K 1.33% 33
2017
Q3 		$2.8M Buy
100,727
+2,159
+2% +$64.9K 1.48% 31
2017
Q2 		$3.15M Buy
98,568
+2,393
+2% +$75.9K 1.74% 24
2017
Q1 		$3.01M Buy
96,175
+8,725
+10% +$268K 1.9% 24
2016
Q4 		$2.6M Sell
87,450
-8,659
-9% -$264K 1.77% 28
2016
Q3 		$3.32M Sell
96,109
-760
-0.8% -$26.6K 2.21% 18
2016
Q2 		$3.12M Buy
96,869
+12,113
+14% +$376K 2.17% 17
2016
Q1 		$2.52M Buy
84,756
+672
+0.8% +$20.2K 1.83% 23
2015
Q4 		$2.93M Buy
+84,084
New +$2.81M 2.4% 13

Other funds holding DOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Advisors Management Group's DOC Position: Q1 2026 in Review

Advisors Management Group reduced its Healthpeak Properties (DOC) stake by 48% in Q1 2026, selling an estimated $376K and leaving 23,456 shares worth $385K. The position accounts for 0.07% of the portfolio, ranked #121.

Advisors Management Group first reported a position in DOC in Q4 2015 and has held it in 41 quarters since. The position peaked at $3.54M in Q4 2021. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • Advisors Management Group held 23,456 shares of Healthpeak Properties worth $385K as of Q1 2026.
  • Advisors Management Group sold 21,914 Healthpeak Properties shares in Q1 2026, an estimated $376K.
  • Healthpeak Properties made up 0.07% of Advisors Management Group's portfolio in Q1 2026, its #121 holding.
  • Advisors Management Group first reported a position in Healthpeak Properties in Q4 2015 and has held it in 41 quarters since.
  • Advisors Management Group's Healthpeak Properties position peaked at $3.54M in Q4 2021.
  • 756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.