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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Arkadios Wealth Advisors reduced its Healthpeak Properties (DOC) stake by 10% in Q1 2026, selling an estimated $85.5K and leaving 43,228 shares worth $710K. The position accounts for 0.01% of the portfolio, ranked #946.

Arkadios Wealth Advisors first reported a position in DOC in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.19M in Q1 2021. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

Arkadios Wealth Advisors held 43,228 shares of Healthpeak Properties worth $710K as of Q1 2026.
Arkadios Wealth Advisors sold 4,991 Healthpeak Properties shares in Q1 2026, an estimated $85.5K.
Healthpeak Properties made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #946 holding.
Arkadios Wealth Advisors first reported a position in Healthpeak Properties in Q4 2019 and has held it in 14 quarters since.
Arkadios Wealth Advisors's Healthpeak Properties position peaked at $1.19M in Q1 2021.
756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

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