New Wave Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

New Wave Wealth 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 Q3	$492K	Sell	25,943 -1,102	-4%	-$23.4K	0.13%	142
2026 Q2	$579K	Buy	27,045 +8,032	+42%	+$150K	0.16%	122
2026 Q1	$312K	Buy	19,013 +4,399	+30%	+$75.4K	0.11%	134
2025 Q4	$235K	Buy	14,614 +2,819	+24%	+$49.7K	0.09%	164
2025 Q3	$226K	Buy	+11,795	New	+$211K	0.09%	158

Other funds holding DOC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

New Wave Wealth Advisors's DOC Position: Q3 2026 in Review

New Wave Wealth Advisors reduced its Healthpeak Properties (DOC) stake by 4.1% in Q3 2026, selling an estimated $23.4K and leaving 25,943 shares worth $492K. The position accounts for 0.13% of the portfolio, ranked #142.

New Wave Wealth Advisors first reported a position in DOC in Q3 2025 and has held it in 5 quarters since. The position peaked at $579K in Q2 2026. 383 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

New Wave Wealth Advisors held 25,943 shares of Healthpeak Properties worth $492K as of Q3 2026.
New Wave Wealth Advisors sold 1,102 Healthpeak Properties shares in Q3 2026, an estimated $23.4K.
Healthpeak Properties made up 0.13% of New Wave Wealth Advisors's portfolio in Q3 2026, its #142 holding.
New Wave Wealth Advisors first reported a position in Healthpeak Properties in Q3 2025 and has held it in 5 quarters since.
New Wave Wealth Advisors's Healthpeak Properties position peaked at $579K in Q2 2026.
383 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on New Wave Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.