Advisory Alpha’s Healthpeak Properties DOC Stock Holding History

Advisory Alpha’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	$479K	Buy	22,386 +1,511	+7%	+$28.2K	0.01%	383
2026 Q1	$343K	Buy	+20,875	New	+$358K	0.01%	421
2025 Q3	–	Sell	-13,034	Closed	-$228K	–	523
2025 Q2	$228K	Buy	13,034 +2,030	+18%	+$36.1K	0.01%	439
2025 Q1	$223K	Buy	+11,004	New	+$223K	0.01%	419
2020 Q4	–	Sell	-120	Closed	-$3K	–	231
2020 Q3	$3K	Buy	+120	New	+$3.29K	﹤0.01%	570
2020 Q2	–	Sell	-282	Closed	-$6.86K	–	208
2020 Q1	$6.86K	Hold	282	–	–	﹤0.01%	453
2019 Q4	$9.96K	Hold	282	–	–	﹤0.01%	501
2019 Q3	$10.3K	Buy	+282	New	+$9.52K	﹤0.01%	448
2019 Q2	–	Sell	-282	Closed	-$8.46K	–	239
2019 Q1	$8.46K	Buy	+282	New	+$8.59K	﹤0.01%	421

Other funds holding DOC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Advisory Alpha's DOC Position: Q2 2026 in Review

Advisory Alpha increased its Healthpeak Properties (DOC) stake by 7.2% in Q2 2026, buying an estimated $28.2K and bringing the position to 22,386 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #383.

Advisory Alpha first reported a position in DOC in Q1 2019 and has held it in 9 quarters since. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Advisory Alpha held 22,386 shares of Healthpeak Properties worth $479K as of Q2 2026.
Advisory Alpha bought 1,511 Healthpeak Properties shares in Q2 2026, an estimated $28.2K.
Healthpeak Properties made up 0.01% of Advisory Alpha's portfolio in Q2 2026, its #383 holding.
Advisory Alpha first reported a position in Healthpeak Properties in Q1 2019 and has held it in 9 quarters since.
753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.