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Allworth Financial’s Healthpeak Properties DOC Stock Holding History

Allworth Financial’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 		$337K Sell
15,765
-6,816
-30% -$127K ﹤0.01% 1197
2026
Q1 		$371K Sell
22,581
-40,008
-64% -$686K ﹤0.01% 1083
2025
Q4 		$1.01M Sell
62,589
-14,965
-19% -$264K ﹤0.01% 697
2025
Q3 		$1.49M Buy
77,554
+7,712
+11% +$138K 0.01% 564
2025
Q2 		$1.22M Buy
69,842
+65,028
+1,351% +$1.15M 0.01% 588
2025
Q1 		$90.6K Buy
4,814
+211
+5% +$4.27K ﹤0.01% 1275
2024
Q4 		$94.6K Buy
4,603
+1,333
+41% +$28.9K ﹤0.01% 1291
2024
Q3 		$74.8K Sell
3,270
-109
-3% -$2.35K ﹤0.01% 1216
2024
Q2 		$70.6K Buy
3,379
+755
+29% +$14.4K ﹤0.01% 1212
2024
Q1 		$49.2K Buy
2,624
+750
+40% +$13.6K ﹤0.01% 1312
2023
Q4 		$37.1K Buy
1,874
+1,301
+227% +$22.9K ﹤0.01% 1316
2023
Q3 		$10.5K Sell
573
-1,353
-70% -$27.8K ﹤0.01% 1823
2023
Q2 		$38.7K Buy
1,926
+1,447
+302% +$30K ﹤0.01% 1213
2023
Q1 		$10.5K Sell
479
-406
-46% -$10.1K ﹤0.01% 1776
2022
Q4 		$22.2K Buy
885
+804
+993% +$19.5K ﹤0.01% 1315
2022
Q3 		$2K Sell
81
-65
-45% -$1.72K ﹤0.01% 2132
2022
Q2 		$4K Buy
146
+124
+564% +$3.76K ﹤0.01% 1800
2022
Q1 		$1K Sell
22
-255
-92% -$8.59K ﹤0.01% 1912
2021
Q4 		$10K Sell
277
-87
-24% -$3K ﹤0.01% 1372
2021
Q3 		$12K Buy
+364
New +$12.9K ﹤0.01% 1217
2020
Q2 		– Sell
-98
Closed -$2K – 1220
2020
Q1 		$2K Buy
+98
New +$3.19K ﹤0.01% 1044
2016
Q2 		– Sell
-549
Closed -$16K – 641
2016
Q1 		$16K Buy
+549
New +$16.5K ﹤0.01% 332

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Allworth Financial's DOC Position: Q2 2026 in Review

Allworth Financial reduced its Healthpeak Properties (DOC) stake by 30% in Q2 2026, selling an estimated $127K and leaving 15,765 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Allworth Financial first reported a position in DOC in Q1 2016 and has held it in 22 quarters since. The position peaked at $1.49M in Q3 2025. 755 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Allworth Financial held 15,765 shares of Healthpeak Properties worth $337K as of Q2 2026.
  • Allworth Financial sold 6,816 Healthpeak Properties shares in Q2 2026, an estimated $127K.
  • Healthpeak Properties made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1197 holding.
  • Allworth Financial first reported a position in Healthpeak Properties in Q1 2016 and has held it in 22 quarters since.
  • Allworth Financial's Healthpeak Properties position peaked at $1.49M in Q3 2025.
  • 755 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.