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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
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

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

American Capital Advisory's DOC Position: Q2 2026 in Review

American Capital Advisory held its Healthpeak Properties (DOC) position steady in Q2 2026 at 9 shares worth $193. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

American Capital Advisory first reported a position in DOC in Q1 2025 and has held it in 5 quarters since. The position peaked at $307 in Q3 2025. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • American Capital Advisory held 9 shares of Healthpeak Properties worth $193 as of Q2 2026.
  • American Capital Advisory left its Healthpeak Properties share count unchanged in Q2 2026.
  • Healthpeak Properties made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #1075 holding.
  • American Capital Advisory first reported a position in Healthpeak Properties in Q1 2025 and has held it in 5 quarters since.
  • American Capital Advisory's Healthpeak Properties position peaked at $307 in Q3 2025.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.