CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Healthpeak Properties DOC Stock Holding History

CAPTRUST Financial 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 		$1.53M Sell
71,614
-7,829
-10% -$146K ﹤0.01% 1496
2026
Q1 		$1.31M Buy
79,443
+22,013
+38% +$377K ﹤0.01% 1454
2025
Q4 		$923K Sell
57,430
-10,410
-15% -$184K ﹤0.01% 1556
2025
Q3 		$1.3M Sell
67,840
-8,334
-11% -$149K ﹤0.01% 1286
2025
Q2 		$1.33M Sell
76,174
-1,945
-2% -$34.5K ﹤0.01% 1186
2025
Q1 		$1.58M Buy
78,119
+1,424
+2% +$28.8K ﹤0.01% 1026
2024
Q4 		$1.55M Sell
76,695
-3,813
-5% -$82.6K ﹤0.01% 995
2024
Q3 		$1.84M Sell
80,508
-15,519
-16% -$334K 0.01% 892
2024
Q2 		$1.88M Buy
96,027
+2,890
+3% +$55.2K 0.01% 851
2024
Q1 		$1.75M Sell
93,137
-5,264
-5% -$95.6K 0.01% 859
2023
Q4 		$1.95M Buy
98,401
+24,205
+33% +$426K 0.01% 920
2023
Q3 		$1.36M Sell
74,196
-2,599
-3% -$53.4K 0.01% 1025
2023
Q2 		$1.54M Buy
76,795
+2,306
+3% +$47.9K 0.01% 942
2023
Q1 		$1.64M Buy
74,489
+26,449
+55% +$656K 0.01% 812
2022
Q4 		$1.2M Buy
48,040
+5,785
+14% +$141K 0.01% 887
2022
Q3 		$968K Buy
+42,255
New +$1.12M 0.01% 922

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 $3.37T AUM 44.26% 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

CAPTRUST Financial Advisors's DOC Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Healthpeak Properties (DOC) stake by 9.9% in Q2 2026, selling an estimated $146K and leaving 71,614 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

CAPTRUST Financial Advisors first reported a position in DOC in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.95M in Q4 2023. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • CAPTRUST Financial Advisors held 71,614 shares of Healthpeak Properties worth $1.53M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 7,829 Healthpeak Properties shares in Q2 2026, an estimated $146K.
  • Healthpeak Properties made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1496 holding.
  • CAPTRUST Financial Advisors first reported a position in Healthpeak Properties in Q3 2022 and has held it in 16 quarters since.
  • CAPTRUST Financial Advisors's Healthpeak Properties position peaked at $1.95M in Q4 2023.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.