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Integrated Advisors Network’s Healthpeak Properties DOC Stock Holding History

Integrated Advisors Network’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
-17,726
Closed -$285K – 709
2025
Q4 		$285K Buy
17,726
+1,788
+11% +$31.5K 0.01% 616
2025
Q3 		$305K Buy
15,938
+108
+0.7% +$1.94K 0.01% 624
2025
Q2 		$277K Buy
15,830
+2,818
+22% +$50K 0.01% 641
2025
Q1 		$263K Sell
13,012
-64
-0.5% -$1.29K 0.01% 621
2024
Q4 		$265K Sell
13,076
-19
-0.1% -$412 0.01% 602
2024
Q3 		$299K Sell
13,095
-14
-0.1% -$302 0.01% 598
2024
Q2 		$257K Buy
13,109
+778
+6% +$14.9K 0.01% 605
2024
Q1 		$231K Buy
+12,331
New +$224K 0.01% 653

Other funds holding DOC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return