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Capital Investment Advisory Services’s Healthpeak Properties DOC Stock Holding History

Capital Investment Advisory Services’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 		$665K Sell
31,067
-927
-3% -$17.3K 0.04% 385
2026
Q1 		$526K Buy
31,994
+1,186
+4% +$20.3K 0.04% 380
2025
Q4 		$495K Buy
30,808
+3
+0% +$53 0.04% 386
2025
Q3 		$590K Sell
30,805
-502
-2% -$9K 0.05% 329
2025
Q2 		$548K Buy
31,307
+14
+0% +$249 0.04% 326
2025
Q1 		$633K Sell
31,293
-1,787
-5% -$36.1K 0.06% 276
2024
Q4 		$671K Sell
33,080
-326
-1% -$7.06K 0.06% 240
2024
Q3 		$764K Sell
33,406
-195
-0.6% -$4.2K 0.07% 230
2024
Q2 		$659K Sell
33,601
-730
-2% -$13.9K 0.07% 248
2024
Q1 		$644K Buy
+34,331
New +$624K 0.07% 258
2019
Q4 		– Sell
-3,107
Closed -$111K – 733
2019
Q3 		$111K Sell
3,107
-800
-20% -$27K 0.03% 364
2019
Q2 		$124K Buy
3,907
+259
+7% +$8.05K 0.04% 352
2019
Q1 		$114K Buy
3,648
+7
+0.2% +$213 0.04% 304
2018
Q4 		$102K Buy
+3,641
New +$101K 0.04% 290

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 $3.38T AUM 44.17% 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

Capital Investment Advisory Services's DOC Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Healthpeak Properties (DOC) stake by 2.9% in Q2 2026, selling an estimated $17.3K and leaving 31,067 shares worth $665K. The position accounts for 0.04% of the portfolio, ranked #385.

Capital Investment Advisory Services first reported a position in DOC in Q4 2018 and has held it in 14 quarters since. The position peaked at $764K in Q3 2024. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Capital Investment Advisory Services held 31,067 shares of Healthpeak Properties worth $665K as of Q2 2026.
  • Capital Investment Advisory Services sold 927 Healthpeak Properties shares in Q2 2026, an estimated $17.3K.
  • Healthpeak Properties made up 0.04% of Capital Investment Advisory Services's portfolio in Q2 2026, its #385 holding.
  • Capital Investment Advisory Services first reported a position in Healthpeak Properties in Q4 2018 and has held it in 14 quarters since.
  • Capital Investment Advisory Services's Healthpeak Properties position peaked at $764K in Q3 2024.
  • 764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.