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Avion Wealth’s Healthpeak Properties DOC Stock Holding History

Avion 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 		$15K Buy
726
+66
+10% +$1.23K ﹤0.01% 459
2026
Q1 		$10K Buy
660
+599
+982% +$10.3K ﹤0.01% 493
2025
Q4 		$0 Sell
61
-53
-46% -$934 ﹤0.01% 1315
2025
Q3 		$2K Buy
114
+24
+27% +$430 ﹤0.01% 841
2025
Q2 		$1K Buy
90
+7
+8% +$124 ﹤0.01% 946
2025
Q1 		$1K Hold
83
– – ﹤0.01% 840
2024
Q4 		$1K Buy
83
+25
+43% +$542 ﹤0.01% 837
2024
Q3 		$1K Hold
58
– – ﹤0.01% 789
2024
Q2 		$1K Buy
58
+27
+87% +$516 ﹤0.01% 714
2024
Q1 		$1K Sell
31
-31
-50% -$563 ﹤0.01% 902
2023
Q4 		$1K Sell
62
-13
-17% -$229 ﹤0.01% 755
2023
Q3 		$1K Buy
75
+50
+200% +$1.03K ﹤0.01% 601
2023
Q2 		$0 Buy
+25
New +$519 ﹤0.01% 785

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 $3.37T AUM 44.26% 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

Avion Wealth's DOC Position: Q2 2026 in Review

Avion Wealth increased its Healthpeak Properties (DOC) stake by 10% in Q2 2026, buying an estimated $1.23K and bringing the position to 726 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Avion Wealth first reported a position in DOC in Q2 2023 and has held it in 13 quarters since. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Avion Wealth held 726 shares of Healthpeak Properties worth $15K as of Q2 2026.
  • Avion Wealth bought 66 Healthpeak Properties shares in Q2 2026, an estimated $1.23K.
  • Healthpeak Properties made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #459 holding.
  • Avion Wealth first reported a position in Healthpeak Properties in Q2 2023 and has held it in 13 quarters since.
  • 753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.