Physician Wealth Advisors
DOC icon

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
Q3 		$3.84K Buy
192
+79
+70% +$1.68K ﹤0.01% 1244
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

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Alpha Omega Wealth Management
Alpha Omega Wealth Management Richmond, Virginia $665M AUM 18.39% 1-Year Est. Return

Physician Wealth Advisors's DOC Position: Q3 2026 in Review

Physician Wealth Advisors increased its Healthpeak Properties (DOC) stake by 70% in Q3 2026, buying an estimated $1.68K and bringing the position to 192 shares worth $3.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

Physician Wealth Advisors first reported a position in DOC in Q1 2025 and has held it in 5 quarters since. 173 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

  • Physician Wealth Advisors held 192 shares of Healthpeak Properties worth $3.84K as of Q3 2026.
  • Physician Wealth Advisors bought 79 Healthpeak Properties shares in Q3 2026, an estimated $1.68K.
  • Healthpeak Properties made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1244 holding.
  • Physician Wealth Advisors first reported a position in Healthpeak Properties in Q1 2025 and has held it in 5 quarters since.
  • 173 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.