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B. Riley Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

B. Riley Wealth Advisors’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 		$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 Buy
+12,444
New +$221K 0.01% 855
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 		$948 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

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FG
Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

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 29 quarters since. The position peaked at $1.03M in Q4 2022. 199 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 29 quarters since.
  • B. Riley Wealth Advisors's Healthpeak Properties position peaked at $1.03M in Q4 2022.
  • 199 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.