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Financial Network Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

Financial Network 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 		$3.17K Sell
148
-37
-20% -$690 ﹤0.01% 622
2026
Q1 		$3.04K Buy
185
+15
+9% +$257 ﹤0.01% 607
2025
Q4 		$2.73K Hold
170
– – ﹤0.01% 618
2025
Q3 		$3.26K Buy
170
+63
+59% +$1.13K ﹤0.01% 585
2025
Q2 		$1.87K Buy
+107
New +$1.9K ﹤0.01% 665

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

Financial Network Wealth Advisors's DOC Position: Q2 2026 in Review

Financial Network Wealth Advisors reduced its Healthpeak Properties (DOC) stake by 20% in Q2 2026, selling an estimated $690 and leaving 148 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Financial Network Wealth Advisors first reported a position in DOC in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.26K in Q3 2025. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Financial Network Wealth Advisors held 148 shares of Healthpeak Properties worth $3.17K as of Q2 2026.
  • Financial Network Wealth Advisors sold 37 Healthpeak Properties shares in Q2 2026, an estimated $690.
  • Healthpeak Properties made up ﹤0.01% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #622 holding.
  • Financial Network Wealth Advisors first reported a position in Healthpeak Properties in Q2 2025 and has held it in 5 quarters since.
  • Financial Network Wealth Advisors's Healthpeak Properties position peaked at $3.26K in Q3 2025.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.