HIA
DOC icon

Harbor Investment Advisory’s Healthpeak Properties DOC Stock Holding History

Harbor Investment Advisory’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 		$920 Hold
43
– – ﹤0.01% 1237
2026
Q1 		$706 Sell
43
-153
-78% -$2.62K ﹤0.01% 1161
2025
Q4 		$3.15K Buy
196
+53
+37% +$934 ﹤0.01% 1101
2025
Q3 		$2.74K Buy
+143
New +$2.56K ﹤0.01% 1074
2024
Q3 		– Sell
-8
Closed -$157 – 1198
2024
Q2 		$157 Buy
+8
New +$153 ﹤0.01% 1219

Other funds holding DOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Harbor Investment Advisory's DOC Position: Q2 2026 in Review

Harbor Investment Advisory held its Healthpeak Properties (DOC) position steady in Q2 2026 at 43 shares worth $920. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

Harbor Investment Advisory first reported a position in DOC in Q2 2024 and has held it in 5 quarters since. The position peaked at $3.15K in Q4 2025. 399 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Harbor Investment Advisory held 43 shares of Healthpeak Properties worth $920 as of Q2 2026.
  • Harbor Investment Advisory left its Healthpeak Properties share count unchanged in Q2 2026.
  • Healthpeak Properties made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #1237 holding.
  • Harbor Investment Advisory first reported a position in Healthpeak Properties in Q2 2024 and has held it in 5 quarters since.
  • Harbor Investment Advisory's Healthpeak Properties position peaked at $3.15K in Q4 2025.
  • 399 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.