Atria Investments’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.37M | Buy |
83,246
+5,526
| +7% | +$94.7K | 0.02% | 889 |
|
|
2025
Q4 | $1.25M | Sell |
77,720
-3,016
| -4% | -$53.2K | 0.01% | 950 |
|
|
2025
Q3 | $1.55M | Buy |
80,736
+31,596
| +64% | +$567K | 0.02% | 834 |
|
|
2025
Q2 | $860K | Buy |
49,140
+1,968
| +4% | +$35K | 0.01% | 1119 |
|
|
2025
Q1 | $954K | Sell |
47,172
-5,344
| -10% | -$108K | 0.01% | 1011 |
|
|
2024
Q4 | $1.06M | Buy |
52,516
+7,806
| +17% | +$169K | 0.01% | 944 |
|
|
2024
Q3 | $1.02M | Sell |
44,710
-12,870
| -22% | -$277K | 0.01% | 960 |
|
|
2024
Q2 | $1.13M | Buy |
+57,580
| New | +$1.1M | 0.01% | 879 |
|
|
2022
Q2 | – | Sell |
-30,121
| Closed | -$1.03M | – | 777 |
|
|
2022
Q1 | $1.03M | Buy |
+30,121
| New | +$1.01M | 0.02% | 842 |
|
|
2020
Q2 | – | Sell |
-19,625
| Closed | -$468K | – | 590 |
|
|
2020
Q1 | $468K | Buy |
19,625
+10,621
| +118% | +$346K | 0.04% | 362 |
|
|
2019
Q4 | $310K | Buy |
+9,004
| New | +$315K | 0.01% | 961 |
|
|
2019
Q1 | – | Sell |
-18,337
| Closed | -$512K | – | 951 |
|
|
2018
Q4 | $512K | Sell |
18,337
-643
| -3% | -$17.8K | 0.02% | 496 |
|
|
2018
Q3 | $500K | Buy |
18,980
+105
| +0.6% | +$2.76K | 0.02% | 589 |
|
|
2018
Q2 | $487K | Buy |
18,875
+2,957
| +19% | +$69.7K | 0.02% | 579 |
|
|
2018
Q1 | $370K | Buy |
15,918
+1,905
| +14% | +$44.3K | 0.02% | 611 |
|
|
2017
Q4 | $365K | Buy |
14,013
+450
| +3% | +$11.9K | 0.02% | 587 |
|
|
2017
Q3 | $377K | Buy |
13,563
+1,116
| +9% | +$33.6K | 0.02% | 523 |
|
|
2017
Q2 | $398K | Buy |
12,447
+147
| +1% | +$4.66K | 0.02% | 485 |
|
|
2017
Q1 | $385K | Buy |
12,300
+1,236
| +11% | +$38K | 0.03% | 452 |
|
|
2016
Q4 | $329K | Buy |
11,064
+3,235
| +41% | +$98.6K | 0.03% | 439 |
|
|
2016
Q3 | $271K | Buy |
+7,829
| New | +$274K | 0.02% | 426 |
|
|
2016
Q2 | – | Sell |
-33,359
| Closed | -$990K | – | 477 |
|
|
2016
Q1 | $990K | Buy |
33,359
+8,115
| +32% | +$243K | 0.11% | 146 |
|
|
2015
Q4 | $837K | Buy |
25,244
+3,105
| +14% | +$104K | 0.09% | 165 |
|
|
2015
Q3 | $751K | Sell |
22,139
-985
| -4% | -$34.1K | 0.1% | 144 |
|
|
2015
Q2 | $768K | Sell |
23,124
-739
| -3% | -$26.9K | 0.09% | 167 |
|
|
2015
Q1 | $939K | Buy |
23,863
+5,227
| +28% | +$210K | 0.11% | 160 |
|
|
2014
Q4 | $747K | Buy |
18,636
+1,470
| +9% | +$58.3K | 0.08% | 201 |
|
|
2014
Q3 | $621K | Buy |
17,166
+2,063
| +14% | +$78.2K | 0.06% | 249 |
|
|
2014
Q2 | $569K | Buy |
+15,103
| New | +$569K | 0.06% | 256 |
|
Other funds holding DOC
VPM
VCM
DAM
Atria Investments's DOC Position: Q1 2026 in Review
Atria Investments increased its Healthpeak Properties (DOC) stake by 7.1% in Q1 2026, buying an estimated $94.7K and bringing the position to 83,246 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #889.
Atria Investments first reported a position in DOC in Q2 2014 and has held it in 29 quarters since. The position peaked at $1.55M in Q3 2025. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.
- Atria Investments held 83,246 shares of Healthpeak Properties worth $1.37M as of Q1 2026.
- Atria Investments bought 5,526 Healthpeak Properties shares in Q1 2026, an estimated $94.7K.
- Healthpeak Properties made up 0.02% of Atria Investments's portfolio in Q1 2026, its #889 holding.
- Atria Investments first reported a position in Healthpeak Properties in Q2 2014 and has held it in 29 quarters since.
- Atria Investments's Healthpeak Properties position peaked at $1.55M in Q3 2025.
- 756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.