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Insigneo Advisory Services’s Healthpeak Properties DOC Stock Holding History

Insigneo Advisory Services’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 		$510K Sell
23,847
-5,963
-20% -$111K 0.02% 480
2026
Q1 		$490K Buy
29,810
+4,062
+16% +$69.6K 0.03% 384
2025
Q4 		$414K Buy
25,748
+3,123
+14% +$55.1K 0.03% 414
2025
Q3 		$433K Buy
22,625
+299
+1% +$5.36K 0.03% 403
2025
Q2 		$391K Buy
22,326
+1,420
+7% +$25.2K 0.03% 393
2025
Q1 		$423K Buy
20,906
+5,451
+35% +$110K 0.04% 341
2024
Q4 		$313K Buy
15,455
+1,339
+9% +$29K 0.03% 408
2024
Q3 		$323K Sell
14,116
-225
-2% -$4.85K 0.03% 429
2024
Q2 		$297K Sell
14,341
-4,944
-26% -$94.4K 0.03% 413
2024
Q1 		$362K Buy
+19,285
New +$350K 0.04% 338

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 $3.38T AUM 44.17% 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

Insigneo Advisory Services's DOC Position: Q2 2026 in Review

Insigneo Advisory Services reduced its Healthpeak Properties (DOC) stake by 20% in Q2 2026, selling an estimated $111K and leaving 23,847 shares worth $510K. The position accounts for 0.02% of the portfolio, ranked #480.

Insigneo Advisory Services first reported a position in DOC in Q1 2024 and has held it in 10 quarters since. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Insigneo Advisory Services held 23,847 shares of Healthpeak Properties worth $510K as of Q2 2026.
  • Insigneo Advisory Services sold 5,963 Healthpeak Properties shares in Q2 2026, an estimated $111K.
  • Healthpeak Properties made up 0.02% of Insigneo Advisory Services's portfolio in Q2 2026, its #480 holding.
  • Insigneo Advisory Services first reported a position in Healthpeak Properties in Q1 2024 and has held it in 10 quarters since.
  • 764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.