N.E.W. Advisory Services’s Healthpeak Properties DOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$514 Buy
+24
New +$448 ﹤0.01% 977
2026
Q1
Sell
-133
Closed -$2.14K 926
2025
Q4
$2.14K Buy
+133
New +$2.35K ﹤0.01% 786

Other funds holding DOC

N.E.W. Advisory Services's DOC Position: Q2 2026 in Review

N.E.W. Advisory Services opened a new position in Healthpeak Properties (DOC) in Q2 2026: 24 shares worth $514. The stake represents ﹤0.01% of the portfolio and ranks #977 among its holdings. This is a return to the name: N.E.W. Advisory Services previously reported a position in DOC as recently as Q4 2025.

N.E.W. Advisory Services first reported a position in DOC in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.14K in Q4 2025. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • N.E.W. Advisory Services held 24 shares of Healthpeak Properties worth $514 as of Q2 2026.
  • Healthpeak Properties was a new N.E.W. Advisory Services position in Q2 2026.
  • Healthpeak Properties made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #977 holding.
  • N.E.W. Advisory Services first reported a position in Healthpeak Properties in Q4 2025 and has held it in 2 quarters since.
  • N.E.W. Advisory Services's Healthpeak Properties position peaked at $2.14K in Q4 2025.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.