Diversify Advisory Services’s Healthpeak Properties DOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.8M Buy
79,846
+8,107
+11% +$151K 0.03% 446
2026
Q1
$1.15M Sell
71,739
-1,117
-2% -$19.1K 0.18% 60
2025
Q4
$1.3M Buy
72,856
+4,272
+6% +$75.3K 0.04% 324
2025
Q3
$1.21M Buy
68,584
+5,739
+9% +$103K 0.04% 315
2025
Q2
$1.07M Buy
+62,845
New +$1.12M 0.04% 312

Other funds holding DOC

Diversify Advisory Services's DOC Position: Q2 2026 in Review

Diversify Advisory Services increased its Healthpeak Properties (DOC) stake by 11% in Q2 2026, buying an estimated $151K and bringing the position to 79,846 shares worth $1.8M. The position accounts for 0.03% of the portfolio, ranked #446.

Diversify Advisory Services first reported a position in DOC in Q2 2025 and has held it in 5 quarters since. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Diversify Advisory Services held 79,846 shares of Healthpeak Properties worth $1.8M as of Q2 2026.
  • Diversify Advisory Services bought 8,107 Healthpeak Properties shares in Q2 2026, an estimated $151K.
  • Healthpeak Properties made up 0.03% of Diversify Advisory Services's portfolio in Q2 2026, its #446 holding.
  • Diversify Advisory Services first reported a position in Healthpeak Properties in Q2 2025 and has held it in 5 quarters since.
  • 753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.