EWA
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EP Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

EP Wealth 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 		– Sell
-15,701
Closed -$258K – 1761
2026
Q1 		$258K Sell
15,701
-3,691
-19% -$63.3K ﹤0.01% 1255
2025
Q4 		$312K Buy
+19,392
New +$342K ﹤0.01% 1116
2025
Q2 		$798K Buy
+45,583
New +$810K 0.01% 629

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 $3.37T AUM 44.26% 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

EP Wealth Advisors's DOC Position: Q2 2026 in Review

EP Wealth Advisors sold out of Healthpeak Properties (DOC) in Q2 2026, closing a stake of 15,701 shares — an estimated $258K sold.

EP Wealth Advisors first reported a position in DOC in Q2 2025 and held it in 3 quarters. The position peaked at $798K in Q2 2025. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • EP Wealth Advisors reported no remaining Healthpeak Properties position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 15,701 Healthpeak Properties shares in Q2 2026, an estimated $258K.
  • EP Wealth Advisors first reported a position in Healthpeak Properties in Q2 2025 and held it in 3 quarters.
  • EP Wealth Advisors's Healthpeak Properties position peaked at $798K in Q2 2025.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.