FGA
DOC icon

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
Q2 		$9.95K 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 		$9.43K 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 +$9.55K ﹤0.01% 241
2020
Q3 		$12K Buy
+465
New +$12.7K ﹤0.01% 271

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

Fortis Group Advisors's DOC Position: Q2 2026 in Review

Fortis Group Advisors held its Healthpeak Properties (DOC) position steady in Q2 2026 at 465 shares worth $9.95K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Fortis Group Advisors first reported a position in DOC in Q3 2020 and has held it in 13 quarters since. The position peaked at $18.4K in Q4 2023. 763 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Fortis Group Advisors held 465 shares of Healthpeak Properties worth $9.95K as of Q2 2026.
  • Fortis Group Advisors left its Healthpeak Properties share count unchanged in Q2 2026.
  • Healthpeak Properties made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #390 holding.
  • Fortis Group Advisors first reported a position in Healthpeak Properties in Q3 2020 and has held it in 13 quarters since.
  • Fortis Group Advisors's Healthpeak Properties position peaked at $18.4K in Q4 2023.
  • 763 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.