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Crewe Advisors’s Healthpeak Properties DOC Stock Holding History

Crewe 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 		$386 Buy
+18
New +$336 ﹤0.01% 1087
2024
Q4 		– Sell
-750
Closed -$17.2K – 684
2024
Q3 		$17.2K Hold
750
– – ﹤0.01% 421
2024
Q2 		$14.7K Hold
750
– – ﹤0.01% 608
2024
Q1 		$14.1K Buy
+750
New +$13.6K ﹤0.01% 562
2023
Q1 		– Sell
-738
Closed -$18.5K – 872
2022
Q4 		$18.5K Buy
738
+98
+15% +$2.38K ﹤0.01% 436
2022
Q3 		$15K Buy
640
+76
+13% +$2.01K ﹤0.01% 545
2022
Q2 		$15K Buy
+564
New +$17.1K ﹤0.01% 489

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 $3.38T AUM 44.17% 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

Crewe Advisors's DOC Position: Q2 2026 in Review

Crewe Advisors opened a new position in Healthpeak Properties (DOC) in Q2 2026: 18 shares worth $386. The stake represents ﹤0.01% of the portfolio and ranks #1087 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in DOC as recently as Q3 2024.

Crewe Advisors first reported a position in DOC in Q2 2022 and has held it in 7 quarters since. The position peaked at $18.5K in Q4 2022. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Crewe Advisors held 18 shares of Healthpeak Properties worth $386 as of Q2 2026.
  • Healthpeak Properties was a new Crewe Advisors position in Q2 2026.
  • Healthpeak Properties made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #1087 holding.
  • Crewe Advisors first reported a position in Healthpeak Properties in Q2 2022 and has held it in 7 quarters since.
  • Crewe Advisors's Healthpeak Properties position peaked at $18.5K in Q4 2022.
  • 764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.