NWWA
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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
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

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FG
Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New Wave Wealth Advisors's DOC Position: Q2 2026 in Review

New Wave Wealth Advisors increased its Healthpeak Properties (DOC) stake by 42% in Q2 2026, buying an estimated $150K and bringing the position to 27,045 shares worth $579K. The position accounts for 0.16% of the portfolio, ranked #122.

New Wave Wealth Advisors first reported a position in DOC in Q3 2025 and has held it in 4 quarters since. 226 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • New Wave Wealth Advisors held 27,045 shares of Healthpeak Properties worth $579K as of Q2 2026.
  • New Wave Wealth Advisors bought 8,032 Healthpeak Properties shares in Q2 2026, an estimated $150K.
  • Healthpeak Properties made up 0.16% of New Wave Wealth Advisors's portfolio in Q2 2026, its #122 holding.
  • New Wave Wealth Advisors first reported a position in Healthpeak Properties in Q3 2025 and has held it in 4 quarters since.
  • 226 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.