Blake Schutter Theil Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

Blake Schutter Theil 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	$310K	Sell	14,465 -2,161	-13%	-$40.3K	0.21%	92
2026 Q1	$273K	Sell	16,626 -2,343	-12%	-$40.2K	0.22%	92
2025 Q4	$305K	Hold	18,969	–	–	0.25%	88
2025 Q3	$363K	Hold	18,969	–	–	0.36%	77
2025 Q2	$332K	Hold	18,969	–	–	0.38%	73
2025 Q1	$384K	Buy	18,969 +3,380	+22%	+$68.4K	0.44%	75
2024 Q4	$316K	Buy	15,589 +3,696	+31%	+$80.1K	0.33%	85
2024 Q3	$272K	Buy	+11,893	New	+$256K	0.2%	125

Other funds holding DOC

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's DOC Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors reduced its Healthpeak Properties (DOC) stake by 13% in Q2 2026, selling an estimated $40.3K and leaving 14,465 shares worth $310K. The position accounts for 0.21% of the portfolio, ranked #92.

Blake Schutter Theil Wealth Advisors first reported a position in DOC in Q3 2024 and has held it in 8 quarters since. The position peaked at $384K in Q1 2025. 276 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 14,465 shares of Healthpeak Properties worth $310K as of Q2 2026.
Blake Schutter Theil Wealth Advisors sold 2,161 Healthpeak Properties shares in Q2 2026, an estimated $40.3K.
Healthpeak Properties made up 0.21% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #92 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Healthpeak Properties in Q3 2024 and has held it in 8 quarters since.
Blake Schutter Theil Wealth Advisors's Healthpeak Properties position peaked at $384K in Q1 2025.
276 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.