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Physician Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

Physician 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 		$2.42K Buy
113
+28
+33% +$523 ﹤0.01% 1421
2026
Q1 		$1.4K Sell
85
-28
-25% -$480 ﹤0.01% 1508
2025
Q4 		$1.82K Buy
+113
New +$1.99K ﹤0.01% 1332
2025
Q2 		– Sell
-88
Closed -$1.78K – 1859
2025
Q1 		$1.78K Buy
+88
New +$1.78K ﹤0.01% 893

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

Physician Wealth Advisors's DOC Position: Q2 2026 in Review

Physician Wealth Advisors increased its Healthpeak Properties (DOC) stake by 33% in Q2 2026, buying an estimated $523 and bringing the position to 113 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

Physician Wealth Advisors first reported a position in DOC in Q1 2025 and has held it in 4 quarters since. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Physician Wealth Advisors held 113 shares of Healthpeak Properties worth $2.42K as of Q2 2026.
  • Physician Wealth Advisors bought 28 Healthpeak Properties shares in Q2 2026, an estimated $523.
  • Healthpeak Properties made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1421 holding.
  • Physician Wealth Advisors first reported a position in Healthpeak Properties in Q1 2025 and has held it in 4 quarters since.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.