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Farther Finance Advisors’s Healthpeak Properties DOC Stock Holding History

Farther Finance 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 		$537K Sell
25,031
-21,857
-47% -$408K ﹤0.01% 1512
2026
Q1 		$768K Sell
46,888
-32,446
-41% -$556K 0.01% 1137
2025
Q4 		$1.28M Buy
79,334
+33,949
+75% +$599K 0.01% 774
2025
Q3 		$869K Buy
45,385
+31,186
+220% +$559K 0.01% 795
2025
Q2 		$249K Buy
14,199
+1,315
+10% +$23.4K 0.01% 1280
2025
Q1 		$258K Buy
12,884
+232
+2% +$4.69K 0.01% 1114
2024
Q4 		$256K Sell
12,652
-2,558
-17% -$55.4K 0.01% 876
2024
Q3 		$348K Buy
15,210
+1,723
+13% +$37.1K 0.01% 751
2024
Q2 		$263K Buy
13,487
+4,989
+59% +$95.3K 0.01% 718
2024
Q1 		$158K Buy
8,498
+90
+1% +$1.64K 0.01% 774
2023
Q4 		$166K Buy
8,408
+6,983
+490% +$123K 0.01% 617
2023
Q3 		$26.2K Buy
1,425
+223
+19% +$4.58K ﹤0.01% 1006
2023
Q2 		$24.2K Buy
1,202
+57
+5% +$1.18K 0.01% 939
2023
Q1 		$25.2K Buy
1,145
+165
+17% +$4.09K 0.01% 829
2022
Q4 		$24.6K Buy
+980
New +$23.8K 0.01% 669

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

Farther Finance Advisors's DOC Position: Q2 2026 in Review

Farther Finance Advisors reduced its Healthpeak Properties (DOC) stake by 47% in Q2 2026, selling an estimated $408K and leaving 25,031 shares worth $537K. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

Farther Finance Advisors first reported a position in DOC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.28M in Q4 2025. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Farther Finance Advisors held 25,031 shares of Healthpeak Properties worth $537K as of Q2 2026.
  • Farther Finance Advisors sold 21,857 Healthpeak Properties shares in Q2 2026, an estimated $408K.
  • Healthpeak Properties made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1512 holding.
  • Farther Finance Advisors first reported a position in Healthpeak Properties in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Healthpeak Properties position peaked at $1.28M in Q4 2025.
  • 753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.