IF
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Intrua Financial’s Healthpeak Properties DOC Stock Holding History

Intrua Financial’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 		$1.37M Sell
63,830
-2,872
-4% -$53.6K 0.13% 132
2026
Q1 		$1.1M Buy
66,702
+744
+1% +$12.8K 0.11% 141
2025
Q4 		$1.06M Buy
65,958
+2,668
+4% +$47K 0.11% 142
2025
Q3 		$1.21M Buy
63,290
+983
+2% +$17.6K 0.13% 125
2025
Q2 		$1.09M Buy
62,307
+2,888
+5% +$51.3K 0.15% 102
2025
Q1 		$1.2M Buy
59,419
+3,304
+6% +$66.8K 0.17% 95
2024
Q4 		$1.14M Sell
56,115
-3,262
-5% -$70.7K 0.17% 96
2024
Q3 		$1.36M Sell
59,377
-3,530
-6% -$76.1K 0.2% 90
2024
Q2 		$1.23M Sell
62,907
-461
-0.7% -$8.8K 0.18% 106
2024
Q1 		$1.19M Buy
63,368
+38,798
+158% +$705K 0.17% 117
2023
Q4 		$486K Buy
24,570
+13,881
+130% +$244K 0.07% 231
2023
Q3 		$196K Sell
10,689
-1,149
-10% -$23.6K 0.03% 342
2023
Q2 		$238K Buy
+11,838
New +$246K 0.04% 316

Other funds holding DOC

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FG
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Intrua Financial's DOC Position: Q2 2026 in Review

Intrua Financial reduced its Healthpeak Properties (DOC) stake by 4.3% in Q2 2026, selling an estimated $53.6K and leaving 63,830 shares worth $1.37M. The position accounts for 0.13% of the portfolio, ranked #132.

Intrua Financial first reported a position in DOC in Q2 2023 and has held it in 13 quarters since. 276 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Intrua Financial held 63,830 shares of Healthpeak Properties worth $1.37M as of Q2 2026.
  • Intrua Financial sold 2,872 Healthpeak Properties shares in Q2 2026, an estimated $53.6K.
  • Healthpeak Properties made up 0.13% of Intrua Financial's portfolio in Q2 2026, its #132 holding.
  • Intrua Financial first reported a position in Healthpeak Properties in Q2 2023 and has held it in 13 quarters since.
  • 276 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.