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
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

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FG
Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Elevation Wealth Partners's DOC Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Healthpeak Properties (DOC) stake by 21% in Q2 2026, selling an estimated $746 and leaving 148 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Elevation Wealth Partners first reported a position in DOC in Q4 2025 and has held it in 3 quarters since. 243 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Elevation Wealth Partners held 148 shares of Healthpeak Properties worth $3.17K as of Q2 2026.
  • Elevation Wealth Partners sold 40 Healthpeak Properties shares in Q2 2026, an estimated $746.
  • Healthpeak Properties made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1115 holding.
  • Elevation Wealth Partners first reported a position in Healthpeak Properties in Q4 2025 and has held it in 3 quarters since.
  • 243 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.