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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital Investment Advisory Services's DOC Position: Q1 2026 in Review

Capital Investment Advisory Services increased its Healthpeak Properties (DOC) stake by 3.8% in Q1 2026, buying an estimated $20.3K and bringing the position to 31,994 shares worth $526K. The position accounts for 0.04% of the portfolio, ranked #380.

Capital Investment Advisory Services first reported a position in DOC in Q4 2018 and has held it in 13 quarters since. The position peaked at $764K in Q3 2024. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

Capital Investment Advisory Services held 31,994 shares of Healthpeak Properties worth $526K as of Q1 2026.
Capital Investment Advisory Services bought 1,186 Healthpeak Properties shares in Q1 2026, an estimated $20.3K.
Healthpeak Properties made up 0.04% of Capital Investment Advisory Services's portfolio in Q1 2026, its #380 holding.
Capital Investment Advisory Services first reported a position in Healthpeak Properties in Q4 2018 and has held it in 13 quarters since.
Capital Investment Advisory Services's Healthpeak Properties position peaked at $764K in Q3 2024.
756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.