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HighPoint Advisor Group’s Healthpeak Properties DOC Stock Holding History

HighPoint Advisor 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
Q1 		– Sell
-21,737
Closed -$350K – 758
2025
Q4 		$350K Sell
21,737
-7,061
-25% -$124K 0.01% 790
2025
Q3 		$551K Buy
28,798
+2,020
+8% +$36.2K 0.03% 370
2025
Q2 		$469K Sell
26,778
-3,561
-12% -$63.2K 0.02% 388
2025
Q1 		$539K Sell
30,339
-267
-0.9% -$5.4K 0.03% 339
2024
Q4 		$601K Buy
30,606
+3,279
+12% +$71.1K 0.03% 335
2024
Q3 		$625K Buy
27,327
+1,787
+7% +$38.5K 0.04% 316
2024
Q2 		$558K Buy
25,540
+13,653
+115% +$261K 0.03% 329
2024
Q1 		$233K Buy
11,887
+1,479
+14% +$26.9K 0.02% 552
2023
Q4 		$183K Buy
+10,408
New +$183K 0.01% 600
2022
Q2 		$243K Buy
+9,158
New +$277K 0.03% 446
2021
Q3 		$278K Sell
8,299
-200
-2% -$7.08K 0.03% 417
2021
Q2 		$283K Buy
8,499
+513
+6% +$17.2K 0.03% 412
2021
Q1 		$259K Sell
7,986
-27
-0.3% -$820 0.03% 398
2020
Q4 		$240K Buy
+8,013
New +$233K 0.03% 396

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

HighPoint Advisor Group's DOC Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Healthpeak Properties (DOC) in Q1 2026, closing a stake of 21,737 shares — an estimated $350K sold.

HighPoint Advisor Group first reported a position in DOC in Q4 2020 and held it in 14 quarters. The position peaked at $625K in Q3 2024. 758 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Healthpeak Properties position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 21,737 Healthpeak Properties shares in Q1 2026, an estimated $350K.
  • HighPoint Advisor Group first reported a position in Healthpeak Properties in Q4 2020 and held it in 14 quarters.
  • HighPoint Advisor Group's Healthpeak Properties position peaked at $625K in Q3 2024.
  • 758 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.