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Clearstead Advisors’s Healthpeak Properties DOC Stock Holding History

Clearstead 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 		$583K Buy
27,233
+26,932
+8,948% +$503K 0.01% 706
2026
Q1 		$4.95K Sell
301
-1,646
-85% -$28.2K ﹤0.01% 1740
2025
Q4 		$31.3K Buy
1,947
+1,216
+166% +$21.4K ﹤0.01% 1565
2025
Q3 		$14K Buy
731
+70
+11% +$1.25K ﹤0.01% 1803
2025
Q2 		$11.6K Sell
661
-27
-4% -$480 ﹤0.01% 1837
2025
Q1 		$13.9K Sell
688
-81
-11% -$1.64K ﹤0.01% 1520
2024
Q4 		$15.6K Buy
769
+25
+3% +$542 ﹤0.01% 1459
2024
Q3 		$17K Buy
744
+341
+85% +$7.35K ﹤0.01% 1467
2024
Q2 		$7.9K Buy
+403
New +$7.7K ﹤0.01% 1592
2024
Q1 		– Sell
-90
Closed -$1.78K – 1561
2023
Q4 		$1.78K Buy
+90
New +$1.58K ﹤0.01% 1301
2022
Q4 		– Sell
-168
Closed -$4K – 1333
2022
Q3 		$4K Sell
168
-314
-65% -$8.29K ﹤0.01% 992
2022
Q2 		$12K Hold
482
– – ﹤0.01% 891
2022
Q1 		$17K Hold
482
– – ﹤0.01% 893
2021
Q4 		$17K Sell
482
-746
-61% -$25.7K ﹤0.01% 848
2021
Q3 		$41K Buy
1,228
+176
+17% +$6.23K ﹤0.01% 645
2021
Q2 		$35K Hold
1,052
– – ﹤0.01% 612
2021
Q1 		$33K Sell
1,052
-348
-25% -$10.6K ﹤0.01% 593
2020
Q4 		$42K Hold
1,400
– – ﹤0.01% 531
2020
Q3 		$38K Hold
1,400
– – ﹤0.01% 503
2020
Q2 		$39K Hold
1,400
– – ﹤0.01% 459
2020
Q1 		$33K Buy
+1,400
New +$45.6K ﹤0.01% 452

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

Clearstead Advisors's DOC Position: Q2 2026 in Review

Clearstead Advisors increased its Healthpeak Properties (DOC) stake by 8,948% in Q2 2026, buying an estimated $503K and bringing the position to 27,233 shares worth $583K. The position accounts for 0.01% of the portfolio, ranked #706.

Clearstead Advisors first reported a position in DOC in Q1 2020 and has held it in 21 quarters since. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Clearstead Advisors held 27,233 shares of Healthpeak Properties worth $583K as of Q2 2026.
  • Clearstead Advisors bought 26,932 Healthpeak Properties shares in Q2 2026, an estimated $503K.
  • Healthpeak Properties made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #706 holding.
  • Clearstead Advisors first reported a position in Healthpeak Properties in Q1 2020 and has held it in 21 quarters since.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.