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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
Q2 		$457K Sell
21,341
-1,126
-5% -$21K 0.04% 272
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 $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 $3.38T AUM 44.17% 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

AssuredPartners Investment Advisors's DOC Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its Healthpeak Properties (DOC) stake by 5% in Q2 2026, selling an estimated $21K and leaving 21,341 shares worth $457K. The position accounts for 0.04% of the portfolio, ranked #272.

AssuredPartners Investment Advisors first reported a position in DOC in Q4 2024 and has held it in 5 quarters since. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • AssuredPartners Investment Advisors held 21,341 shares of Healthpeak Properties worth $457K as of Q2 2026.
  • AssuredPartners Investment Advisors sold 1,126 Healthpeak Properties shares in Q2 2026, an estimated $21K.
  • Healthpeak Properties made up 0.04% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #272 holding.
  • AssuredPartners Investment Advisors first reported a position in Healthpeak Properties in Q4 2024 and has held it in 5 quarters since.
  • 764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

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