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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
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% 483
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Arete Wealth Advisors's DOC Position: Q1 2026 in Review

Arete Wealth Advisors increased its Healthpeak Properties (DOC) stake by 9.6% in Q1 2026, buying an estimated $43.6K and bringing the position to 29,051 shares worth $477K. The position accounts for 0.04% of the portfolio, ranked #279.

Arete Wealth Advisors first reported a position in DOC in Q1 2022 and has held it in 14 quarters since. The position peaked at $556K in Q3 2025. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • Arete Wealth Advisors held 29,051 shares of Healthpeak Properties worth $477K as of Q1 2026.
  • Arete Wealth Advisors bought 2,544 Healthpeak Properties shares in Q1 2026, an estimated $43.6K.
  • Healthpeak Properties made up 0.04% of Arete Wealth Advisors's portfolio in Q1 2026, its #279 holding.
  • Arete Wealth Advisors first reported a position in Healthpeak Properties in Q1 2022 and has held it in 14 quarters since.
  • Arete Wealth Advisors's Healthpeak Properties position peaked at $556K in Q3 2025.
  • 756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.