Lido Advisors
DOC icon

Lido Advisors’s Healthpeak Properties DOC Stock Holding History

Lido 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 		$3.79M Buy
+176,970
New +$3.3M 0.01% 580
2017
Q4 		– Sell
-15,275
Closed -$394K – 314
2017
Q3 		$394K Buy
+15,275
New +$459K 0.06% 168

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

Lido Advisors's DOC Position: Q2 2026 in Review

Lido Advisors opened a new position in Healthpeak Properties (DOC) in Q2 2026: 176,970 shares worth $3.79M. The stake represents 0.01% of the portfolio and ranks #580 among its holdings. This is a return to the name: Lido Advisors previously reported a position in DOC as recently as Q3 2017.

Lido Advisors first reported a position in DOC in Q3 2017 and has held it in 2 quarters since. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Lido Advisors held 176,970 shares of Healthpeak Properties worth $3.79M as of Q2 2026.
  • Healthpeak Properties was a new Lido Advisors position in Q2 2026.
  • Healthpeak Properties made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #580 holding.
  • Lido Advisors first reported a position in Healthpeak Properties in Q3 2017 and has held it in 2 quarters since.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.