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Advisortrust Partners’s Healthpeak Properties DOC Stock Holding History

Advisortrust Partners’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 		$597K Buy
27,874
+1,521
+6% +$28.4K 0.2% 85
2026
Q1 		$433K Buy
26,353
+2,236
+9% +$38.3K 0.18% 90
2025
Q4 		$388K Buy
+24,117
New +$425K 0.17% 89

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

Advisortrust Partners's DOC Position: Q2 2026 in Review

Advisortrust Partners increased its Healthpeak Properties (DOC) stake by 5.8% in Q2 2026, buying an estimated $28.4K and bringing the position to 27,874 shares worth $597K. The position accounts for 0.2% of the portfolio, ranked #85.

Advisortrust Partners first reported a position in DOC in Q4 2025 and has held it in 3 quarters since. 752 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Advisortrust Partners held 27,874 shares of Healthpeak Properties worth $597K as of Q2 2026.
  • Advisortrust Partners bought 1,521 Healthpeak Properties shares in Q2 2026, an estimated $28.4K.
  • Healthpeak Properties made up 0.2% of Advisortrust Partners's portfolio in Q2 2026, its #85 holding.
  • Advisortrust Partners first reported a position in Healthpeak Properties in Q4 2025 and has held it in 3 quarters since.
  • 752 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.