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Arkadios Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

Arkadios 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 		$545K Sell
25,463
-17,765
-41% -$332K 0.01% 1083
2026
Q1 		$710K Sell
43,228
-4,991
-10% -$85.5K 0.01% 946
2025
Q4 		$775K Sell
48,219
-7,060
-13% -$124K 0.02% 816
2025
Q3 		$1.06M Buy
55,279
+7,782
+16% +$140K 0.03% 617
2025
Q2 		$832K Buy
47,497
+1,396
+3% +$24.8K 0.02% 637
2025
Q1 		$932K Buy
+46,101
New +$932K 0.04% 485
2022
Q1 		– Sell
-18,098
Closed -$653K – 575
2021
Q4 		$653K Sell
18,098
-2,622
-13% -$90.4K 0.09% 271
2021
Q3 		$693K Sell
20,720
-4,291
-17% -$152K 0.1% 233
2021
Q2 		$832K Sell
25,011
-12,432
-33% -$417K 0.1% 233
2021
Q1 		$1.19M Buy
37,443
+36,687
+4,853% +$1.11M 0.2% 131
2020
Q4 		$22K Sell
756
-747
-50% -$21.7K ﹤0.01% 727
2020
Q3 		$40.6K Buy
1,503
+319
+27% +$8.74K 0.02% 448
2020
Q2 		$31K Buy
1,184
+969
+451% +$24.7K 0.02% 462
2020
Q1 		$5.13K Hold
215
– – ﹤0.01% 778
2019
Q4 		$8.02K Buy
+215
New +$7.52K ﹤0.01% 627

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

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

Arkadios Wealth Advisors reduced its Healthpeak Properties (DOC) stake by 41% in Q2 2026, selling an estimated $332K and leaving 25,463 shares worth $545K. The position accounts for 0.01% of the portfolio, ranked #1083.

Arkadios Wealth Advisors first reported a position in DOC in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.19M in Q1 2021. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Arkadios Wealth Advisors held 25,463 shares of Healthpeak Properties worth $545K as of Q2 2026.
  • Arkadios Wealth Advisors sold 17,765 Healthpeak Properties shares in Q2 2026, an estimated $332K.
  • Healthpeak Properties made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1083 holding.
  • Arkadios Wealth Advisors first reported a position in Healthpeak Properties in Q4 2019 and has held it in 15 quarters since.
  • Arkadios Wealth Advisors's Healthpeak Properties position peaked at $1.19M in Q1 2021.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.