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Avantax Advisory Services’s Healthpeak Properties DOC Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$1.69M Buy
96,468
+25,938
+37% +$461K 0.01% 885
2025
Q1 		$1.43M Buy
70,530
+5,379
+8% +$109K 0.01% 918
2024
Q4 		$1.32M Buy
65,151
+38,462
+144% +$833K 0.01% 918
2024
Q3 		$610K Buy
26,689
+602
+2% +$13K ﹤0.01% 1285
2024
Q2 		$511K Buy
26,087
+7,966
+44% +$152K ﹤0.01% 1347
2024
Q1 		$340K Buy
18,121
+4,184
+30% +$76K ﹤0.01% 1235
2023
Q4 		$276K Buy
+13,937
New +$245K ﹤0.01% 1282
2022
Q2 		– Sell
-6,651
Closed -$230K – 1327
2022
Q1 		$230K Sell
6,651
-390
-6% -$13.1K ﹤0.01% 1128
2021
Q4 		$254K Buy
7,041
+395
+6% +$13.6K ﹤0.01% 1060
2021
Q3 		$221K Buy
6,646
+215
+3% +$7.61K ﹤0.01% 1065
2021
Q2 		$214K Buy
6,431
+5
+0.1% +$168 ﹤0.01% 1049
2021
Q1 		$204K Sell
6,426
-379
-6% -$11.5K ﹤0.01% 955
2020
Q4 		$206K Sell
6,805
-10,654
-61% -$310K ﹤0.01% 868
2020
Q3 		$476K Buy
+17,459
New +$478K 0.01% 808
2020
Q1 		– Sell
-6,355
Closed -$220K – 821
2019
Q4 		$220K Buy
+6,355
New +$222K 0.01% 749
2019
Q2 		– Sell
-7,237
Closed -$227K – 525
2019
Q1 		$227K Sell
7,237
-167
-2% -$5.09K 0.01% 427
2018
Q4 		$209K Buy
+7,404
New +$205K 0.04% 372

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Advisory Services's DOC Position: Q2 2025 in Review

Avantax Advisory Services increased its Healthpeak Properties (DOC) stake by 37% in Q2 2025, buying an estimated $461K and bringing the position to 96,468 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #885.

Avantax Advisory Services first reported a position in DOC in Q4 2018 and has held it in 17 quarters since. 733 funds tracked by Wall St. Rank hold DOC as of Q2 2025.

  • Avantax Advisory Services held 96,468 shares of Healthpeak Properties worth $1.69M as of Q2 2025.
  • Avantax Advisory Services bought 25,938 Healthpeak Properties shares in Q2 2025, an estimated $461K.
  • Healthpeak Properties made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #885 holding.
  • Avantax Advisory Services first reported a position in Healthpeak Properties in Q4 2018 and has held it in 17 quarters since.
  • 733 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.