American Capital Advisory’s Healthpeak Properties DOC Stock Holding History

American Capital Advisory’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 Q3	$260	Buy	13 +4	+44%	+$85	﹤0.01%	1034
2026 Q2	$193	Hold	9	–	–	﹤0.01%	1075
2026 Q1	$148	Sell	9 -5	-36%	-$86	﹤0.01%	1058
2025 Q4	$226	Sell	14 -2	-13%	-$35	﹤0.01%	907
2025 Q3	$307	Buy	+16	New	+$287	﹤0.01%	794
2025 Q2	–	Sell	-14	Closed	-$284	–	900
2025 Q1	$284	Buy	+14	New	+$283	﹤0.01%	632

Other funds holding DOC

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

American Capital Advisory's DOC Position: Q3 2026 in Review

American Capital Advisory increased its Healthpeak Properties (DOC) stake by 44% in Q3 2026, buying an estimated $85 and bringing the position to 13 shares worth $260. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

American Capital Advisory first reported a position in DOC in Q1 2025 and has held it in 6 quarters since. The position peaked at $307 in Q3 2025. 267 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

American Capital Advisory held 13 shares of Healthpeak Properties worth $260 as of Q3 2026.
American Capital Advisory bought 4 Healthpeak Properties shares in Q3 2026, an estimated $85.
Healthpeak Properties made up ﹤0.01% of American Capital Advisory's portfolio in Q3 2026, its #1034 holding.
American Capital Advisory first reported a position in Healthpeak Properties in Q1 2025 and has held it in 6 quarters since.
American Capital Advisory's Healthpeak Properties position peaked at $307 in Q3 2025.
267 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on American Capital Advisory's 13F filing for Q3 2026, filed 28 Oct 2026.