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Legacy Financial Independent Advisors’s Healthpeak Properties DOC Stock Holding History

Legacy Financial Independent 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 		$579K Sell
27,048
-3,499
-11% -$65.3K 0.27% 70
2026
Q1 		$502K Buy
+30,547
New +$523K 0.26% 69

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

Legacy Financial Independent Advisors's DOC Position: Q2 2026 in Review

Legacy Financial Independent Advisors reduced its Healthpeak Properties (DOC) stake by 11% in Q2 2026, selling an estimated $65.3K and leaving 27,048 shares worth $579K. The position accounts for 0.27% of the portfolio, ranked #70.

Legacy Financial Independent Advisors first reported a position in DOC in Q1 2026 and has held it in 2 quarters since. 752 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Legacy Financial Independent Advisors held 27,048 shares of Healthpeak Properties worth $579K as of Q2 2026.
  • Legacy Financial Independent Advisors sold 3,499 Healthpeak Properties shares in Q2 2026, an estimated $65.3K.
  • Healthpeak Properties made up 0.27% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #70 holding.
  • Legacy Financial Independent Advisors first reported a position in Healthpeak Properties in Q1 2026 and has held it in 2 quarters since.
  • 752 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.