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Concurrent Investment Advisors’s Healthpeak Properties DOC Stock Holding History

Concurrent Investment 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 		$1.37M Buy
63,838
+26,447
+71% +$494K 0.01% 866
2026
Q1 		$614K Buy
37,391
+3,711
+11% +$63.6K 0.01% 1112
2025
Q4 		$542K Buy
33,680
+1,381
+4% +$24.3K 0.01% 1113
2025
Q3 		$619K Buy
32,299
+4,420
+16% +$79.3K 0.01% 827
2025
Q2 		$488K Buy
27,879
+16,661
+149% +$296K 0.01% 861
2025
Q1 		$227K Buy
11,218
+1,101
+11% +$22.3K 0.01% 1066
2024
Q4 		$205K Buy
10,117
+927
+10% +$20.1K 0.01% 985
2024
Q3 		$210K Buy
+9,190
New +$198K 0.01% 930

Other funds holding DOC

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FG
Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Concurrent Investment Advisors's DOC Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Healthpeak Properties (DOC) stake by 71% in Q2 2026, buying an estimated $494K and bringing the position to 63,838 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #866.

Concurrent Investment Advisors first reported a position in DOC in Q3 2024 and has held it in 8 quarters since. 276 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Concurrent Investment Advisors held 63,838 shares of Healthpeak Properties worth $1.37M as of Q2 2026.
  • Concurrent Investment Advisors bought 26,447 Healthpeak Properties shares in Q2 2026, an estimated $494K.
  • Healthpeak Properties made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #866 holding.
  • Concurrent Investment Advisors first reported a position in Healthpeak Properties in Q3 2024 and has held it in 8 quarters since.
  • 276 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.