CoreCap Advisors
DOC icon

CoreCap Advisors’s Healthpeak Properties DOC Stock Holding History

CoreCap 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
Q3 		$51.1K Buy
2,558
+86
+3% +$1.82K ﹤0.01% 1392
2026
Q2 		$52.9K Buy
2,472
+57
+2% +$1.06K ﹤0.01% 1385
2026
Q1 		$39.7K Sell
2,415
-624
-21% -$10.7K ﹤0.01% 1404
2025
Q4 		$48.9K Sell
3,039
-313
-9% -$5.52K ﹤0.01% 1346
2025
Q3 		$64.2K Buy
3,352
+613
+22% +$11K ﹤0.01% 1214
2025
Q2 		$48K Sell
2,739
-657
-19% -$11.7K ﹤0.01% 1277
2025
Q1 		$68.7K Buy
3,396
+1,048
+45% +$21.2K ﹤0.01% 1037
2024
Q4 		$47.6K Sell
2,348
-717
-23% -$15.5K ﹤0.01% 1196
2024
Q3 		$70.1K Buy
3,065
+2,134
+229% +$46K ﹤0.01% 1057
2024
Q2 		$18.2K Buy
931
+148
+19% +$2.83K ﹤0.01% 924
2024
Q1 		$14.7K Buy
+783
New +$14.2K ﹤0.01% 1606
2022
Q4 		$14.4K Buy
+573
New +$13.9K ﹤0.01% 1415
2022
Q3 		– Sell
-474
Closed -$12K – 913
2022
Q2 		$12K Buy
+474
New +$14.4K ﹤0.01% 1414
2022
Q1 		– Sell
-472
Closed -$17K – 919
2021
Q4 		$17K Buy
+472
New +$16.3K ﹤0.01% 1373

Other funds holding DOC

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Alpha Omega Wealth Management
Alpha Omega Wealth Management Richmond, Virginia $665M AUM 18.39% 1-Year Est. Return

CoreCap Advisors's DOC Position: Q3 2026 in Review

CoreCap Advisors increased its Healthpeak Properties (DOC) stake by 3.5% in Q3 2026, buying an estimated $1.82K and bringing the position to 2,558 shares worth $51.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

CoreCap Advisors first reported a position in DOC in Q4 2021 and has held it in 14 quarters since. The position peaked at $70.1K in Q3 2024. 173 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

  • CoreCap Advisors held 2,558 shares of Healthpeak Properties worth $51.1K as of Q3 2026.
  • CoreCap Advisors bought 86 Healthpeak Properties shares in Q3 2026, an estimated $1.82K.
  • Healthpeak Properties made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1392 holding.
  • CoreCap Advisors first reported a position in Healthpeak Properties in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's Healthpeak Properties position peaked at $70.1K in Q3 2024.
  • 173 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.