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Pathway Financial Advisers’s Healthpeak Properties DOC Stock Holding History

Pathway Financial Advisers’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 		$669K Buy
31,270
+235
+0.8% +$4.38K 0.17% 119
2026
Q1 		$510K Sell
31,035
-1,382
-4% -$23.7K 0.14% 124
2025
Q4 		$521K Buy
32,417
+564
+2% +$9.94K 0.15% 126
2025
Q3 		$610K Buy
31,853
+3,357
+12% +$60.2K 0.18% 118
2025
Q2 		$499K Buy
28,496
+3,094
+12% +$55K 0.16% 123
2025
Q1 		$514K Buy
25,402
+5,116
+25% +$103K 0.18% 121
2024
Q4 		$411K Buy
20,286
+1,157
+6% +$25.1K 0.14% 134
2024
Q3 		$437K Buy
19,129
+2,588
+16% +$55.8K 0.2% 95
2024
Q2 		$324K Sell
16,541
-91
-0.5% -$1.74K 0.12% 140
2024
Q1 		$312K Buy
16,632
+1,835
+12% +$33.3K 0.11% 140
2023
Q4 		$293K Sell
14,797
-2,117
-13% -$37.2K 0.11% 143
2023
Q3 		$311K Buy
+16,914
New +$347K 0.13% 140
2023
Q1 		$276K Buy
12,549
+304
+2% +$7.54K 0.11% 144
2022
Q4 		$307K Buy
+12,245
New +$298K 0.12% 139

Other funds holding DOC

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Pathway Financial Advisers's DOC Position: Q2 2026 in Review

Pathway Financial Advisers increased its Healthpeak Properties (DOC) stake by 0.76% in Q2 2026, buying an estimated $4.38K and bringing the position to 31,270 shares worth $669K. The position accounts for 0.17% of the portfolio, ranked #119.

Pathway Financial Advisers first reported a position in DOC in Q4 2022 and has held it in 14 quarters since. 276 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Pathway Financial Advisers held 31,270 shares of Healthpeak Properties worth $669K as of Q2 2026.
  • Pathway Financial Advisers bought 235 Healthpeak Properties shares in Q2 2026, an estimated $4.38K.
  • Healthpeak Properties made up 0.17% of Pathway Financial Advisers's portfolio in Q2 2026, its #119 holding.
  • Pathway Financial Advisers first reported a position in Healthpeak Properties in Q4 2022 and has held it in 14 quarters since.
  • 276 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Pathway Financial Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.