Annis Gardner Whiting Capital Advisors’s Healthpeak Properties DOC Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-123	Closed	-$2.02K	–	573
2026 Q1	$2.02K	Buy	+123	New	+$2.11K	﹤0.01%	1056
2025 Q4	–	Sell	-496	Closed	-$9.5K	–	1246
2025 Q3	$9.5K	Buy	496 +327	+193%	+$5.86K	﹤0.01%	716
2025 Q2	$2.96K	Sell	169 -81	-32%	-$1.44K	﹤0.01%	915
2025 Q1	$5.05K	Hold	250	–	–	﹤0.01%	624
2024 Q4	$5.07K	Buy	250 +49	+24%	+$1.06K	﹤0.01%	611
2024 Q3	$4.6K	Hold	201	–	–	﹤0.01%	643
2024 Q2	$3.94K	Buy	+201	New	+$3.84K	﹤0.01%	800
2024 Q1	–	Sell	-22	Closed	-$436	–	951
2023 Q4	$436	Hold	22	–	–	﹤0.01%	689
2023 Q3	$404	Buy	+22	New	+$452	﹤0.01%	670

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's DOC Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Healthpeak Properties (DOC) in Q2 2026, closing a stake of 123 shares — an estimated $2.02K sold.

Annis Gardner Whiting Capital Advisors first reported a position in DOC in Q3 2023 and held it in 9 quarters. The position peaked at $9.5K in Q3 2025. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Healthpeak Properties position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 123 Healthpeak Properties shares in Q2 2026, an estimated $2.02K.
Annis Gardner Whiting Capital Advisors first reported a position in Healthpeak Properties in Q3 2023 and held it in 9 quarters.
Annis Gardner Whiting Capital Advisors's Healthpeak Properties position peaked at $9.5K in Q3 2025.
764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.