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Foster Victor Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

Foster Victor 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 		$11.9M Buy
547,466
+18,048
+3% +$337K 0.62% 71
2026
Q1 		$8.93M Buy
529,418
+125,838
+31% +$2.16M 0.51% 85
2025
Q4 		$7.2M Sell
403,580
-12,538
-3% -$221K 0.42% 91
2025
Q3 		$8.06M Buy
416,118
+26,734
+7% +$479K 0.5% 83
2025
Q2 		$7.11M Buy
389,384
+70,896
+22% +$1.26M 0.48% 86
2025
Q1 		$5.78M Buy
318,488
+16,856
+6% +$341K 0.47% 87
2024
Q4 		$6.27M Buy
301,632
+15,679
+5% +$340K 0.48% 84
2024
Q3 		$6.23M Buy
285,953
+7,811
+3% +$168K 0.5% 83
2024
Q2 		$5.86M Buy
+278,142
New +$5.31M 0.49% 79

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 $3.38T AUM 44.17% 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

Foster Victor Wealth Advisors's DOC Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its Healthpeak Properties (DOC) stake by 3.4% in Q2 2026, buying an estimated $337K and bringing the position to 547,466 shares worth $11.9M. The position accounts for 0.62% of the portfolio, ranked #71.

Foster Victor Wealth Advisors first reported a position in DOC in Q2 2024 and has held it in 9 quarters since. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Foster Victor Wealth Advisors held 547,466 shares of Healthpeak Properties worth $11.9M as of Q2 2026.
  • Foster Victor Wealth Advisors bought 18,048 Healthpeak Properties shares in Q2 2026, an estimated $337K.
  • Healthpeak Properties made up 0.62% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #71 holding.
  • Foster Victor Wealth Advisors first reported a position in Healthpeak Properties in Q2 2024 and has held it in 9 quarters since.
  • 764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.