Fortis Group Advisors’s Healthpeak Properties DOC Stock Holding History

Fortis Group 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 Q3	$9.29K	Hold	465	–	–	﹤0.01%	375
2026 Q2	$10K	Hold	465	–	–	﹤0.01%	390
2026 Q1	$7.64K	Hold	465	–	–	﹤0.01%	405
2025 Q4	$7.48K	Hold	465	–	–	﹤0.01%	404
2025 Q3	$8.9K	Hold	465	–	–	﹤0.01%	350
2025 Q2	$8.14K	Hold	465	–	–	﹤0.01%	343
2025 Q1	$9.4K	Hold	465	–	–	﹤0.01%	306
2024 Q4	$9.42K	Hold	465	–	–	﹤0.01%	312
2024 Q3	$10.6K	Hold	465	–	–	﹤0.01%	296
2024 Q2	$9.11K	Hold	465	–	–	﹤0.01%	306
2024 Q1	$8.72K	Sell	465 -465	-50%	-$8.45K	﹤0.01%	324
2023 Q4	$18.4K	Buy	930 +465	+100%	+$8.18K	﹤0.01%	244
2023 Q3	$8.54K	Buy	+465	New	+$9.5K	﹤0.01%	241
2020 Q3	$12K	Buy	+465	New	+$12.7K	﹤0.01%	271

Other funds holding DOC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Fortis Group Advisors's DOC Position: Q3 2026 in Review

Fortis Group Advisors held its Healthpeak Properties (DOC) position steady in Q3 2026 at 465 shares worth $9.29K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Fortis Group Advisors first reported a position in DOC in Q3 2020 and has held it in 14 quarters since. The position peaked at $18.4K in Q4 2023. 473 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

Fortis Group Advisors held 465 shares of Healthpeak Properties worth $9.29K as of Q3 2026.
Fortis Group Advisors left its Healthpeak Properties share count unchanged in Q3 2026.
Healthpeak Properties made up ﹤0.01% of Fortis Group Advisors's portfolio in Q3 2026, its #375 holding.
Fortis Group Advisors first reported a position in Healthpeak Properties in Q3 2020 and has held it in 14 quarters since.
Fortis Group Advisors's Healthpeak Properties position peaked at $18.4K in Q4 2023.
473 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on Fortis Group Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.