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NewEdge Advisors’s Healthpeak Properties DOC Stock Holding History

NewEdge 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 		$3.13M Buy
146,336
+27,508
+23% +$513K 0.01% 988
2026
Q1 		$1.95M Buy
118,828
+108,615
+1,063% +$1.86M 0.01% 1119
2025
Q4 		$164K Sell
10,213
-1,893
-16% -$33.4K ﹤0.01% 2637
2025
Q3 		$232K Buy
12,106
+10,087
+500% +$181K ﹤0.01% 2332
2025
Q2 		$35.4K Sell
2,019
-10,392
-84% -$185K ﹤0.01% 2766
2025
Q1 		$251K Sell
12,411
-1,998
-14% -$40.4K ﹤0.01% 1997
2024
Q4 		$292K Buy
14,409
+1,371
+11% +$29.7K ﹤0.01% 1896
2024
Q3 		$298K Buy
13,038
+11,096
+571% +$239K ﹤0.01% 1802
2024
Q2 		$38.1K Sell
1,942
-1,716
-47% -$32.8K ﹤0.01% 2432
2024
Q1 		$68.6K Buy
3,658
+683
+23% +$12.4K ﹤0.01% 2191
2023
Q4 		$58.9K Buy
2,975
+1,683
+130% +$29.6K ﹤0.01% 2181
2023
Q3 		$23.7K Sell
1,292
-64
-5% -$1.31K ﹤0.01% 2339
2023
Q2 		$27.3K Buy
1,356
+938
+224% +$19.5K ﹤0.01% 2286
2023
Q1 		$9.19K Sell
418
-500
-54% -$12.4K ﹤0.01% 2595
2022
Q4 		$12.5K Buy
+918
New +$22.3K ﹤0.01% 2293
2022
Q1 		– Sell
-7,998
Closed -$289K – 1270
2021
Q4 		$289K Buy
+7,998
New +$276K ﹤0.01% 1346
2019
Q4 		– Sell
-39,096
Closed -$1.46M – 827
2019
Q3 		$1.46M Buy
+39,096
New +$1.32M 0.06% 277
2017
Q3 		– Sell
-391
Closed -$12.1K – 551
2017
Q2 		$12.1K Buy
+391
New +$12.4K ﹤0.01% 893
2016
Q4 		– Sell
-7,071
Closed -$245K – 265
2016
Q3 		$245K Buy
+7,071
New +$247K 0.08% 184

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

NewEdge Advisors's DOC Position: Q2 2026 in Review

NewEdge Advisors increased its Healthpeak Properties (DOC) stake by 23% in Q2 2026, buying an estimated $513K and bringing the position to 146,336 shares worth $3.13M. The position accounts for 0.01% of the portfolio, ranked #988.

NewEdge Advisors first reported a position in DOC in Q3 2016 and has held it in 19 quarters since. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • NewEdge Advisors held 146,336 shares of Healthpeak Properties worth $3.13M as of Q2 2026.
  • NewEdge Advisors bought 27,508 Healthpeak Properties shares in Q2 2026, an estimated $513K.
  • Healthpeak Properties made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #988 holding.
  • NewEdge Advisors first reported a position in Healthpeak Properties in Q3 2016 and has held it in 19 quarters since.
  • 753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.