Capital Advisors Ltd’s Healthpeak Properties DOC Stock Holding History

Capital Advisors Ltd’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 Q3	$7K	Buy	+348	New	+$7.38K	﹤0.01%	984
2025 Q4	–	Sell	-19	Closed	–	–	1400
2025 Q3	$0	Hold	19	–	–	﹤0.01%	1399
2025 Q2	$0	Sell	19 -617	-97%	-$11K	﹤0.01%	1397
2025 Q1	$13K	Hold	636	–	–	﹤0.01%	707
2024 Q4	$13K	Hold	636	–	–	﹤0.01%	718
2024 Q3	$15K	Hold	636	–	–	﹤0.01%	670
2024 Q2	$12K	Buy	636 +582	+1,078%	+$11.1K	﹤0.01%	709
2024 Q1	$1K	Sell	54 -248	-82%	-$4.51K	﹤0.01%	1163
2023 Q4	$6K	Buy	+302	New	+$5.31K	﹤0.01%	790
2023 Q1	–	Sell	-122	Closed	-$3K	–	1275
2022 Q4	$3K	Buy	122 +94	+336%	+$2.28K	﹤0.01%	755
2022 Q3	$1K	Sell	28 -7	-20%	-$185	﹤0.01%	995
2022 Q2	$1K	Buy	+35	New	+$1.06K	﹤0.01%	760
2022 Q1	–	Sell	-12	Closed	–	–	966
2021 Q4	$0	Buy	+12	New	+$414	﹤0.01%	840
2020 Q4	–	Sell	-500	Closed	-$14K	–	449
2020 Q3	$14K	Hold	500	–	–	﹤0.01%	360
2020 Q2	$14K	Hold	500	–	–	﹤0.01%	349
2020 Q1	$12K	Hold	500	–	–	﹤0.01%	350
2019 Q4	$17K	Hold	500	–	–	﹤0.01%	315
2019 Q3	$18K	Hold	500	–	–	0.01%	312
2019 Q2	$16K	Hold	500	–	–	﹤0.01%	350
2019 Q1	$16K	Hold	500	–	–	﹤0.01%	345
2018 Q4	$14K	Hold	500	–	–	﹤0.01%	357
2018 Q3	$13K	Hold	500	–	–	﹤0.01%	394
2018 Q2	$13K	Hold	500	–	–	﹤0.01%	316
2018 Q1	$12K	Hold	500	–	–	﹤0.01%	310
2017 Q4	$13K	Hold	500	–	–	﹤0.01%	309
2017 Q3	$14K	Hold	500	–	–	﹤0.01%	307
2017 Q2	$16K	Hold	500	–	–	0.01%	298
2017 Q1	$16K	Hold	500	–	–	0.01%	278
2016 Q4	$15K	Buy	+500	New	+$15.2K	0.01%	271

Other funds holding DOC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Capital Advisors Ltd's DOC Position: Q3 2026 in Review

Capital Advisors Ltd opened a new position in Healthpeak Properties (DOC) in Q3 2026: 348 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #984 among its holdings. This is a return to the name: Capital Advisors Ltd previously reported a position in DOC as recently as Q3 2025.

Capital Advisors Ltd first reported a position in DOC in Q4 2016 and has held it in 29 quarters since. The position peaked at $18K in Q3 2019. 473 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

Capital Advisors Ltd held 348 shares of Healthpeak Properties worth $7K as of Q3 2026.
Healthpeak Properties was a new Capital Advisors Ltd position in Q3 2026.
Healthpeak Properties made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #984 holding.
Capital Advisors Ltd first reported a position in Healthpeak Properties in Q4 2016 and has held it in 29 quarters since.
Capital Advisors Ltd's Healthpeak Properties position peaked at $18K in Q3 2019.
473 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.