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Innovative Asset Advisors Group’s Healthpeak Properties DOC Stock Holding History

Innovative Asset Advisors 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
Q2 		– Sell
-186
Closed -$3.06K – 483
2026
Q1 		$3.06K Buy
+186
New +$3.19K ﹤0.01% 841

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 $3.37T AUM 44.26% 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

Innovative Asset Advisors Group's DOC Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Healthpeak Properties (DOC) in Q2 2026, closing a stake of 186 shares — an estimated $3.06K sold.

Innovative Asset Advisors Group first reported a position in DOC in Q1 2026 and held it in 1 quarter. The position peaked at $3.06K in Q1 2026. 706 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Healthpeak Properties position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 186 Healthpeak Properties shares in Q2 2026, an estimated $3.06K.
  • Innovative Asset Advisors Group first reported a position in Healthpeak Properties in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Healthpeak Properties position peaked at $3.06K in Q1 2026.
  • 706 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.