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AssuredPartners Investment Advisors’s Healthpeak Properties DOC Stock Holding History

AssuredPartners Investment 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 		$375K Buy
22,467
+1,105
+5% +$18.9K 0.04% 300
2025
Q4 		$344K Buy
+21,362
New +$377K 0.05% 259
2025
Q2 		– Sell
-22,088
Closed -$447K – 268
2025
Q1 		$447K Buy
22,088
+666
+3% +$13.5K 0.09% 210
2024
Q4 		$434K Buy
+21,422
New +$464K 0.08% 212

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

AssuredPartners Investment Advisors's DOC Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its Healthpeak Properties (DOC) stake by 5.2% in Q1 2026, buying an estimated $18.9K and bringing the position to 22,467 shares worth $375K. The position accounts for 0.04% of the portfolio, ranked #300.

AssuredPartners Investment Advisors first reported a position in DOC in Q4 2024 and has held it in 4 quarters since. The position peaked at $447K in Q1 2025. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • AssuredPartners Investment Advisors held 22,467 shares of Healthpeak Properties worth $375K as of Q1 2026.
  • AssuredPartners Investment Advisors bought 1,105 Healthpeak Properties shares in Q1 2026, an estimated $18.9K.
  • Healthpeak Properties made up 0.04% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #300 holding.
  • AssuredPartners Investment Advisors first reported a position in Healthpeak Properties in Q4 2024 and has held it in 4 quarters since.
  • AssuredPartners Investment Advisors's Healthpeak Properties position peaked at $447K in Q1 2025.
  • 756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.