HF Advisory Group’s Healthpeak Properties DOC Stock Holding History

HF Advisory Group’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	$2.39M	Sell	119,509 -10,923	-8%	-$232K	0.71%	53
2026 Q2	$2.79M	Buy	130,432 +10,942	+9%	+$204K	0.86%	44
2026 Q1	$1.96M	Buy	119,490 +25,747	+27%	+$441K	0.67%	53
2025 Q4	$1.51M	Buy	+93,743	New	+$1.65M	0.53%	69

Other funds holding DOC

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Alpha Omega Wealth Management Richmond, Virginia $665M AUM 18.39% 1-Year Est. Return

HF Advisory Group's DOC Position: Q3 2026 in Review

HF Advisory Group reduced its Healthpeak Properties (DOC) stake by 8.4% in Q3 2026, selling an estimated $232K and leaving 119,509 shares worth $2.39M. The position accounts for 0.71% of the portfolio, ranked #53.

HF Advisory Group first reported a position in DOC in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.79M in Q2 2026. 173 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

HF Advisory Group held 119,509 shares of Healthpeak Properties worth $2.39M as of Q3 2026.
HF Advisory Group sold 10,923 Healthpeak Properties shares in Q3 2026, an estimated $232K.
Healthpeak Properties made up 0.71% of HF Advisory Group's portfolio in Q3 2026, its #53 holding.
HF Advisory Group first reported a position in Healthpeak Properties in Q4 2025 and has held it in 4 quarters since.
HF Advisory Group's Healthpeak Properties position peaked at $2.79M in Q2 2026.
173 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.