JWCA
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J.W. Cole Advisors’s Healthpeak Properties DOC Stock Holding History

J.W. Cole Advisors’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 		$307K Buy
14,347
+221
+2% +$4.12K 0.01% 1259
2026
Q1 		$232K Buy
14,126
+291
+2% +$4.99K 0.01% 711
2025
Q4 		$154K Sell
13,835
-2,020
-13% -$35.6K ﹤0.01% 1338
2025
Q3 		$304K Sell
15,855
-1,481
-9% -$26.6K 0.01% 1210
2025
Q2 		$304K Buy
17,336
+3,803
+28% +$67.5K 0.01% 1138
2025
Q1 		$274K Buy
+13,533
New +$274K 0.01% 1015
2020
Q4 		– Sell
-16,461
Closed -$447K – 690
2020
Q3 		$447K Buy
+16,461
New +$451K 0.03% 442

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

J.W. Cole Advisors's DOC Position: Q2 2026 in Review

J.W. Cole Advisors increased its Healthpeak Properties (DOC) stake by 1.6% in Q2 2026, buying an estimated $4.12K and bringing the position to 14,347 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #1259.

J.W. Cole Advisors first reported a position in DOC in Q3 2020 and has held it in 7 quarters since. The position peaked at $447K in Q3 2020. 275 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • J.W. Cole Advisors held 14,347 shares of Healthpeak Properties worth $307K as of Q2 2026.
  • J.W. Cole Advisors bought 221 Healthpeak Properties shares in Q2 2026, an estimated $4.12K.
  • Healthpeak Properties made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1259 holding.
  • J.W. Cole Advisors first reported a position in Healthpeak Properties in Q3 2020 and has held it in 7 quarters since.
  • J.W. Cole Advisors's Healthpeak Properties position peaked at $447K in Q3 2020.
  • 275 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.