HHM Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

HHM 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	$6.42K	Buy	300 +100	+50%	+$1.87K	﹤0.01%	695
2026 Q1	$3.29K	Hold	200	–	–	﹤0.01%	769
2025 Q4	$3.22K	Sell	200 -401	-67%	-$7.07K	﹤0.01%	751
2025 Q3	$11.5K	Hold	601	–	–	﹤0.01%	616
2025 Q2	$10.5K	Hold	601	–	–	﹤0.01%	603
2025 Q1	$12.2K	Sell	601 -60	-9%	-$1.21K	﹤0.01%	570
2024 Q4	$13.4K	Sell	661 -140	-17%	-$3.03K	﹤0.01%	556
2024 Q3	$18.3K	Hold	801	–	–	﹤0.01%	479
2024 Q2	$15.7K	Sell	801 -180	-18%	-$3.44K	﹤0.01%	491
2024 Q1	$18.4K	Buy	981 +371	+61%	+$6.74K	﹤0.01%	427
2023 Q4	$12.1K	Hold	610	–	–	﹤0.01%	488
2023 Q3	$11.2K	Hold	610	–	–	﹤0.01%	487
2023 Q2	$12.3K	Sell	610 -47	-7%	-$976	﹤0.01%	494
2023 Q1	$14.4K	Buy	657 +135	+26%	+$3.35K	﹤0.01%	459
2022 Q4	$13.1K	Buy	522 +53	+11%	+$1.29K	﹤0.01%	415
2022 Q3	$11K	Sell	469 -531	-53%	-$14K	﹤0.01%	420
2022 Q2	$26K	Hold	1,000	–	–	0.01%	383
2022 Q1	$34K	Hold	1,000	–	–	0.01%	360
2021 Q4	$36K	Hold	1,000	–	–	0.01%	348
2021 Q3	$33K	Hold	1,000	–	–	0.01%	348
2021 Q2	$33K	Hold	1,000	–	–	0.01%	344
2021 Q1	$32K	Hold	1,000	–	–	0.01%	331
2020 Q4	$30K	Hold	1,000	–	–	0.01%	317
2020 Q3	$27K	Hold	1,000	–	–	0.01%	288
2020 Q2	$28K	Hold	1,000	–	–	0.01%	275
2020 Q1	$24K	Buy	+1,000	New	+$32.6K	0.01%	278

Other funds holding DOC

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

HHM Wealth Advisors's DOC Position: Q2 2026 in Review

HHM Wealth Advisors increased its Healthpeak Properties (DOC) stake by 50% in Q2 2026, buying an estimated $1.87K and bringing the position to 300 shares worth $6.42K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

HHM Wealth Advisors first reported a position in DOC in Q1 2020 and has held it in 26 quarters since. The position peaked at $36K in Q4 2021. 199 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

HHM Wealth Advisors held 300 shares of Healthpeak Properties worth $6.42K as of Q2 2026.
HHM Wealth Advisors bought 100 Healthpeak Properties shares in Q2 2026, an estimated $1.87K.
Healthpeak Properties made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #695 holding.
HHM Wealth Advisors first reported a position in Healthpeak Properties in Q1 2020 and has held it in 26 quarters since.
HHM Wealth Advisors's Healthpeak Properties position peaked at $36K in Q4 2021.
199 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

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