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Aventura Private Wealth’s Healthpeak Properties DOC Stock Holding History

Aventura Private Wealth’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 		$428 Hold
20
– – ﹤0.01% 938
2026
Q1 		$329 Hold
20
– – ﹤0.01% 867
2025
Q4 		$322 Buy
+20
New +$353 ﹤0.01% 815
2025
Q2 		– Sell
-25
Closed -$513 – 797
2025
Q1 		$513 Buy
+25
New +$506 ﹤0.01% 714

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

Aventura Private Wealth's DOC Position: Q2 2026 in Review

Aventura Private Wealth held its Healthpeak Properties (DOC) position steady in Q2 2026 at 20 shares worth $428. The position accounts for ﹤0.01% of the portfolio, ranked #938.

Aventura Private Wealth first reported a position in DOC in Q1 2025 and has held it in 4 quarters since. The position peaked at $513 in Q1 2025. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Aventura Private Wealth held 20 shares of Healthpeak Properties worth $428 as of Q2 2026.
  • Aventura Private Wealth left its Healthpeak Properties share count unchanged in Q2 2026.
  • Healthpeak Properties made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #938 holding.
  • Aventura Private Wealth first reported a position in Healthpeak Properties in Q1 2025 and has held it in 4 quarters since.
  • Aventura Private Wealth's Healthpeak Properties position peaked at $513 in Q1 2025.
  • 764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.