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New Age Alpha Advisors’s Healthpeak Properties DOC Stock Holding History

New Age Alpha 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 		$2.52M Sell
117,858
-1,602
-1% -$29.9K 0.11% 248
2026
Q1 		$1.96M Sell
119,460
-2,852
-2% -$48.9K 0.09% 307
2025
Q4 		$1.97M Sell
122,312
-14,893
-11% -$263K 0.08% 317
2025
Q3 		$2.63M Sell
137,205
-13,078
-9% -$234K 0.11% 254
2025
Q2 		$2.63M Buy
150,283
+33,717
+29% +$599K 0.12% 265
2025
Q1 		$2.36M Sell
116,566
-2,117
-2% -$42.8K 0.11% 283
2024
Q4 		$2.41M Buy
+118,683
New +$2.57M 0.1% 285

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

New Age Alpha Advisors's DOC Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Healthpeak Properties (DOC) stake by 1.3% in Q2 2026, selling an estimated $29.9K and leaving 117,858 shares worth $2.52M. The position accounts for 0.11% of the portfolio, ranked #248.

New Age Alpha Advisors first reported a position in DOC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.63M in Q2 2025. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • New Age Alpha Advisors held 117,858 shares of Healthpeak Properties worth $2.52M as of Q2 2026.
  • New Age Alpha Advisors sold 1,602 Healthpeak Properties shares in Q2 2026, an estimated $29.9K.
  • Healthpeak Properties made up 0.11% of New Age Alpha Advisors's portfolio in Q2 2026, its #248 holding.
  • New Age Alpha Advisors first reported a position in Healthpeak Properties in Q4 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's Healthpeak Properties position peaked at $2.63M in Q2 2025.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.