Cetera Investment Advisers
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Cetera Investment Advisers’s Healthpeak Properties DOC Stock Holding History

Cetera Investment Advisers’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 		$10.5M Sell
492,682
-13,367
-3% -$249K 0.01% 1121
2026
Q1 		$8.31M Buy
506,049
+70,929
+16% +$1.22M 0.01% 1171
2025
Q4 		$7M Buy
435,120
+29,690
+7% +$523K 0.01% 1242
2025
Q3 		$7.76M Buy
405,430
+172,575
+74% +$3.09M 0.01% 1141
2025
Q2 		$4.08M Sell
232,855
-7,104
-3% -$126K 0.01% 1317
2025
Q1 		$4.85M Buy
239,959
+32,661
+16% +$661K 0.01% 1136
2024
Q4 		$4.2M Buy
207,298
+102,724
+98% +$2.23M 0.01% 1141
2024
Q3 		$2.39M Buy
104,574
+1,801
+2% +$38.8K 0.01% 1503
2024
Q2 		$2.01M Buy
102,773
+694
+0.7% +$13.3K ﹤0.01% 1567
2024
Q1 		$1.91M Buy
102,079
+73,885
+262% +$1.34M ﹤0.01% 1581
2023
Q4 		$558K Buy
28,194
+1,543
+6% +$27.1K ﹤0.01% 1432
2023
Q3 		$489K Sell
26,651
-807
-3% -$16.6K ﹤0.01% 1430
2023
Q2 		$552K Sell
27,458
-2,107
-7% -$43.7K ﹤0.01% 1396
2023
Q1 		$650K Buy
29,565
+3,784
+15% +$93.8K 0.01% 1270
2022
Q4 		$646K Buy
+25,781
New +$627K 0.01% 1234
2022
Q2 		– Sell
-6,031
Closed -$207K – 1848
2022
Q1 		$207K Sell
6,031
-188
-3% -$6.33K ﹤0.01% 1690
2021
Q4 		$224K Sell
6,219
-188
-3% -$6.48K ﹤0.01% 1654
2021
Q3 		$214K Sell
6,407
-172
-3% -$6.09K ﹤0.01% 1623
2021
Q2 		$219K Sell
6,579
-69
-1% -$2.32K ﹤0.01% 1617
2021
Q1 		$211K Sell
6,648
-606
-8% -$18.4K ﹤0.01% 1448
2020
Q4 		$219K Buy
+7,254
New +$211K ﹤0.01% 1414
2016
Q3 		– Sell
-6,310
Closed -$204K – 293
2016
Q2 		$204K Buy
+6,310
New +$196K 0.08% 274
2016
Q1 		– Sell
-7,044
Closed -$250K – 287
2015
Q4 		$250K Buy
+7,044
New +$236K 0.11% 212

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

Cetera Investment Advisers's DOC Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Healthpeak Properties (DOC) stake by 2.6% in Q2 2026, selling an estimated $249K and leaving 492,682 shares worth $10.5M. The position accounts for 0.01% of the portfolio, ranked #1121.

Cetera Investment Advisers first reported a position in DOC in Q4 2015 and has held it in 23 quarters since. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Cetera Investment Advisers held 492,682 shares of Healthpeak Properties worth $10.5M as of Q2 2026.
  • Cetera Investment Advisers sold 13,367 Healthpeak Properties shares in Q2 2026, an estimated $249K.
  • Healthpeak Properties made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1121 holding.
  • Cetera Investment Advisers first reported a position in Healthpeak Properties in Q4 2015 and has held it in 23 quarters since.
  • 753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.