EWA
DOC icon

EverSource Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

EverSource 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
Q1 		$85.1K Buy
5,182
+1,050
+25% +$18K ﹤0.01% 1532
2025
Q4 		$66.4K Sell
4,132
-1,230
-23% -$21.7K ﹤0.01% 1555
2025
Q3 		$103K Buy
5,362
+121
+2% +$2.17K ﹤0.01% 1264
2025
Q2 		$91.8K Sell
5,241
-1,171
-18% -$20.8K ﹤0.01% 1257
2025
Q1 		$130K Buy
6,412
+1,137
+22% +$23K 0.01% 818
2024
Q4 		$107K Buy
5,275
+212
+4% +$4.59K 0.01% 882
2024
Q3 		$116K Buy
5,063
+269
+6% +$5.8K 0.01% 744
2024
Q2 		$105K Buy
4,794
+2,005
+72% +$38.3K 0.01% 777
2024
Q1 		$51.9K Buy
2,789
+539
+24% +$9.79K ﹤0.01% 973
2023
Q4 		$44.5K Buy
2,250
+1,850
+463% +$32.5K ﹤0.01% 943
2023
Q3 		$7.34K Sell
400
-473
-54% -$9.71K ﹤0.01% 1533
2023
Q2 		$17.5K Buy
873
+167
+24% +$3.47K ﹤0.01% 1207
2023
Q1 		$15.5K Sell
706
-60
-8% -$1.49K ﹤0.01% 1187
2022
Q4 		$19.2K Sell
766
-528
-41% -$12.8K ﹤0.01% 1080
2022
Q3 		$30K Buy
1,294
+945
+271% +$25K 0.01% 762
2022
Q2 		$9K Buy
349
+139
+66% +$4.21K ﹤0.01% 1063
2022
Q1 		$7K Buy
210
+102
+94% +$3.44K ﹤0.01% 1131
2021
Q4 		$4K Buy
+108
New +$3.73K ﹤0.01% 1319

Other funds holding DOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

EverSource Wealth Advisors's DOC Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Healthpeak Properties (DOC) stake by 25% in Q1 2026, buying an estimated $18K and bringing the position to 5,182 shares worth $85.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1532.

EverSource Wealth Advisors first reported a position in DOC in Q4 2021 and has held it in 18 quarters since. The position peaked at $130K in Q1 2025. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • EverSource Wealth Advisors held 5,182 shares of Healthpeak Properties worth $85.1K as of Q1 2026.
  • EverSource Wealth Advisors bought 1,050 Healthpeak Properties shares in Q1 2026, an estimated $18K.
  • Healthpeak Properties made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1532 holding.
  • EverSource Wealth Advisors first reported a position in Healthpeak Properties in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Healthpeak Properties position peaked at $130K in Q1 2025.
  • 756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.