EWP
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Elevation Wealth Partners’s Healthpeak Properties DOC Stock Holding History

Elevation Wealth Partners’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 		$22K Buy
1,100
+952
+643% +$20.2K 0.01% 649
2026
Q2 		$3.17K Sell
148
-40
-21% -$746 ﹤0.01% 1115
2026
Q1 		$3.09K Buy
188
+171
+1,006% +$2.93K ﹤0.01% 829
2025
Q4 		$274 Buy
+17
New +$300 ﹤0.01% 932

Other funds holding DOC

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Elevation Wealth Partners's DOC Position: Q3 2026 in Review

Elevation Wealth Partners increased its Healthpeak Properties (DOC) stake by 643% in Q3 2026, buying an estimated $20.2K and bringing the position to 1,100 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #649.

Elevation Wealth Partners first reported a position in DOC in Q4 2025 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

  • Elevation Wealth Partners held 1,100 shares of Healthpeak Properties worth $22K as of Q3 2026.
  • Elevation Wealth Partners bought 952 Healthpeak Properties shares in Q3 2026, an estimated $20.2K.
  • Healthpeak Properties made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #649 holding.
  • Elevation Wealth Partners first reported a position in Healthpeak Properties in Q4 2025 and has held it in 4 quarters since.
  • 20 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.