B. Riley Wealth Advisors’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
Q2 | $248K | Sell |
11,334
-214
| -2% | -$3.99K | 0.01% | 693 |
|
|
2026
Q1 | $191K | Sell |
11,548
-490
| -4% | -$8.4K | 0.01% | 729 |
|
|
2025
Q4 | $194K | Buy |
12,038
+1,433
| +14% | +$25.3K | 0.01% | 880 |
|
|
2025
Q3 | $203K | Sell |
10,605
-1,839
| -15% | -$33K | 0.01% | 890 |
|
|
2025
Q2 | $218K | Sell |
12,444
-14,053
| -53% | -$250K | 0.01% | 855 |
|
|
2025
Q1 | $536K | Sell |
26,497
-5,289
| -17% | -$107K | 0.02% | 733 |
|
|
2024
Q4 | $644K | Sell |
31,786
-1,391
| -4% | -$30.1K | 0.02% | 603 |
|
|
2024
Q3 | $745K | Sell |
33,177
-110
| -0.3% | -$2.37K | 0.02% | 593 |
|
|
2024
Q2 | $652K | Sell |
33,287
-6,389
| -16% | -$122K | 0.02% | 690 |
|
|
2024
Q1 | $728K | Buy |
39,676
+14,100
| +55% | +$256K | 0.02% | 628 |
|
|
2023
Q4 | $506K | Sell |
25,576
-14,100
| -36% | -$248K | 0.01% | 804 |
|
|
2023
Q3 | $728K | Buy |
39,676
+582
| +1% | +$11.9K | 0.02% | 628 |
|
|
2023
Q2 | $786K | Sell |
39,094
-1,151
| -3% | -$23.9K | 0.02% | 659 |
|
|
2023
Q1 | $884K | Sell |
40,245
-859
| -2% | -$21.3K | 0.02% | 580 |
|
|
2022
Q4 | $1.03M | Sell |
41,104
-1,190
| -3% | -$28.9K | 0.03% | 523 |
|
|
2022
Q3 | $970K | Buy |
+42,294
| New | +$1.12M | 0.03% | 513 |
|
|
2022
Q2 | – | Sell |
-6,452
| Closed | -$222K | – | 1269 |
|
|
2022
Q1 | $222K | Buy |
+6,452
| New | +$217K | 0.01% | 1163 |
|
|
2016
Q4 | – | Sell |
-19,119
| Closed | -$662K | – | 555 |
|
|
2016
Q3 | $662K | Sell |
19,119
-1,138
| -6% | -$39.8K | 0.13% | 195 |
|
|
2016
Q2 | $654K | Buy |
+20,257
| New | +$629K | 0.13% | 196 |
|
|
2016
Q1 | – | Sell |
-20,507
| Closed | -$716K | – | 562 |
|
|
2015
Q4 | $716K | Sell |
20,507
-2,905
| -12% | -$97.2K | 0.15% | 178 |
|
|
2015
Q3 | $796K | Buy |
23,412
+212
| +0.9% | +$7.33K | 0.19% | 140 |
|
|
2015
Q2 | $773K | Sell |
23,200
-2,387
| -9% | -$86.9K | 0.19% | 143 |
|
|
2015
Q1 | $1.01M | Buy |
25,587
+1,951
| +8% | +$78.3K | 0.25% | 104 |
|
|
2014
Q4 | $948K | Buy |
23,636
+311
| +1% | +$12.3K | 0.02% | 770 |
|
|
2014
Q3 | $844K | Sell |
23,325
-24,020
| -51% | -$911K | 0.22% | 119 |
|
|
2014
Q2 | $894K | Buy |
47,345
+23,361
| +97% | +$879K | 0.21% | 105 |
|
|
2014
Q1 | $847K | Buy |
23,984
+1,030
| +4% | +$35.6K | 0.26% | 87 |
|
|
2013
Q4 | $759K | Buy |
22,954
+8,928
| +64% | +$318K | 0.24% | 100 |
|
|
2013
Q3 | $523K | Sell |
14,026
-137
| -1% | -$5.34K | 0.18% | 134 |
|
|
2013
Q2 | $586K | Buy |
+14,163
| New | +$646K | 0.2% | 125 |
|
Other funds holding DOC
B. Riley Wealth Advisors's DOC Position: Q2 2026 in Review
B. Riley Wealth Advisors reduced its Healthpeak Properties (DOC) stake by 1.9% in Q2 2026, selling an estimated $3.99K and leaving 11,334 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #693.
B. Riley Wealth Advisors first reported a position in DOC in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.03M in Q4 2022. 761 funds tracked by Wall St. Rank hold DOC as of Q2 2026.
- B. Riley Wealth Advisors held 11,334 shares of Healthpeak Properties worth $248K as of Q2 2026.
- B. Riley Wealth Advisors sold 214 Healthpeak Properties shares in Q2 2026, an estimated $3.99K.
- Healthpeak Properties made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #693 holding.
- B. Riley Wealth Advisors first reported a position in Healthpeak Properties in Q2 2013 and has held it in 30 quarters since.
- B. Riley Wealth Advisors's Healthpeak Properties position peaked at $1.03M in Q4 2022.
- 761 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.
Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.