CAS
DOC icon

Coppell Advisory Solutions’s Healthpeak Properties DOC Stock Holding History

Coppell Advisory Solutions’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 		$58.5K Buy
+11,429
New +$213K ﹤0.01% 457
2026
Q1 		– Sell
-13,059
Closed -$211K – 91
2025
Q4 		$211K Sell
13,059
-135
-1% -$2.38K 0.02% 377
2025
Q3 		$251K Sell
13,194
-35
-0.3% -$628 0.03% 355
2025
Q2 		$230K Buy
13,229
+3
+0% +$53 0.03% 335
2025
Q1 		$235K Sell
13,226
-887
-6% -$17.9K 0.03% 293
2024
Q4 		$282K Buy
14,113
+840
+6% +$18.2K 0.04% 227
2024
Q3 		$300K Buy
+13,273
New +$286K 0.04% 217

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

Coppell Advisory Solutions's DOC Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Healthpeak Properties (DOC) in Q2 2026: 11,429 shares worth $58.5K. The stake represents ﹤0.01% of the portfolio and ranks #457 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in DOC as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in DOC in Q3 2024 and has held it in 7 quarters since. The position peaked at $300K in Q3 2024. 757 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Coppell Advisory Solutions held 11,429 shares of Healthpeak Properties worth $58.5K as of Q2 2026.
  • Healthpeak Properties was a new Coppell Advisory Solutions position in Q2 2026.
  • Healthpeak Properties made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q2 2026, its #457 holding.
  • Coppell Advisory Solutions first reported a position in Healthpeak Properties in Q3 2024 and has held it in 7 quarters since.
  • Coppell Advisory Solutions's Healthpeak Properties position peaked at $300K in Q3 2024.
  • 757 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.