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Arete Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

Arete Wealth 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 		$608K Sell
28,418
-633
-2% -$11.8K 0.04% 272
2026
Q1 		$477K Buy
29,051
+2,544
+10% +$43.6K 0.04% 279
2025
Q4 		$426K Sell
26,507
-2,540
-9% -$44.8K 0.03% 317
2025
Q3 		$556K Sell
29,047
-34
-0.1% -$610 0.03% 407
2025
Q2 		$509K Buy
29,081
+2,753
+10% +$48.9K 0.04% 407
2025
Q1 		$532K Buy
26,328
+1,299
+5% +$26.3K 0.04% 370
2024
Q4 		$506K Buy
25,029
+4,986
+25% +$108K 0.04% 407
2024
Q3 		$456K Sell
20,043
-1,833
-8% -$39.5K 0.04% 396
2024
Q2 		$426K Sell
21,876
-431
-2% -$8.23K 0.04% 426
2024
Q1 		$418K Buy
22,307
+8,056
+57% +$146K 0.04% 312
2023
Q4 		$282K Buy
14,251
+540
+4% +$9.5K 0.02% 575
2023
Q3 		$252K Buy
13,711
+187
+1% +$3.84K 0.04% 387
2023
Q2 		$272K Buy
13,524
+1,280
+10% +$26.6K 0.02% 518
2023
Q1 		$269K Buy
+12,244
New +$304K 0.02% 499
2022
Q2 		– Sell
-5,875
Closed -$202K – 476
2022
Q1 		$202K Buy
+5,875
New +$198K 0.02% 480

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

Arete Wealth Advisors's DOC Position: Q2 2026 in Review

Arete Wealth Advisors reduced its Healthpeak Properties (DOC) stake by 2.2% in Q2 2026, selling an estimated $11.8K and leaving 28,418 shares worth $608K. The position accounts for 0.04% of the portfolio, ranked #272.

Arete Wealth Advisors first reported a position in DOC in Q1 2022 and has held it in 15 quarters since. 761 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Arete Wealth Advisors held 28,418 shares of Healthpeak Properties worth $608K as of Q2 2026.
  • Arete Wealth Advisors sold 633 Healthpeak Properties shares in Q2 2026, an estimated $11.8K.
  • Healthpeak Properties made up 0.04% of Arete Wealth Advisors's portfolio in Q2 2026, its #272 holding.
  • Arete Wealth Advisors first reported a position in Healthpeak Properties in Q1 2022 and has held it in 15 quarters since.
  • 761 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.