Plante Moran Financial Advisors’s Healthpeak Properties DOC Stock Holding History

Plante Moran Financial 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	$34.5K	Hold	1,610	–	–	﹤0.01%	404
2026 Q1	$26.5K	Sell	1,610 -75	-4%	-$1.28K	﹤0.01%	399
2025 Q4	$27.1K	Buy	1,685 +75	+5%	+$1.32K	﹤0.01%	400
2025 Q3	$30.8K	Hold	1,610	–	–	﹤0.01%	405
2025 Q2	$28.2K	Hold	1,610	–	–	﹤0.01%	432
2025 Q1	$32.6K	Hold	1,610	–	–	﹤0.01%	410
2024 Q4	$32.6K	Hold	1,610	–	–	﹤0.01%	414
2024 Q3	$36.8K	Hold	1,610	–	–	﹤0.01%	428
2024 Q2	$31.6K	Hold	1,610	–	–	﹤0.01%	404
2024 Q1	$30.2K	Hold	1,610	–	–	﹤0.01%	437
2023 Q4	$31.9K	Hold	1,610	–	–	﹤0.01%	382
2023 Q3	$29.6K	Hold	1,610	–	–	﹤0.01%	365
2023 Q2	$32.4K	Hold	1,610	–	–	﹤0.01%	363
2023 Q1	$35.4K	Hold	1,610	–	–	﹤0.01%	345
2022 Q4	$40.4K	Hold	1,610	–	–	0.01%	341
2022 Q3	$37K	Hold	1,610	–	–	0.01%	350
2022 Q2	$42K	Hold	1,610	–	–	0.01%	335
2022 Q1	$55K	Sell	1,610 -243	-13%	-$8.18K	0.01%	317
2021 Q4	$67K	Buy	1,853 +218	+13%	+$7.52K	0.01%	307
2021 Q3	$55K	Hold	1,635	–	–	0.01%	365
2021 Q2	$54K	Hold	1,635	–	–	0.01%	351
2021 Q1	$52K	Sell	1,635 -1,527	-48%	-$46.4K	0.01%	354
2020 Q4	$96K	Buy	3,162 +1,552	+96%	+$45.2K	0.03%	256
2020 Q3	$44K	Hold	1,610	–	–	0.02%	343
2020 Q2	$44K	Hold	1,610	–	–	0.02%	309
2020 Q1	$38K	Hold	1,610	–	–	0.02%	298
2019 Q4	$55K	Hold	1,610	–	–	0.02%	310
2019 Q3	$57K	Hold	1,610	–	–	0.02%	324
2019 Q2	$51K	Hold	1,610	–	–	0.02%	339
2019 Q1	$50K	Hold	1,610	–	–	0.02%	329
2018 Q4	$45K	Hold	1,610	–	–	0.02%	307
2018 Q3	$42K	Hold	1,610	–	–	0.01%	339
2018 Q2	$42K	Sell	1,610 -57	-3%	-$1.34K	0.02%	362
2018 Q1	$39K	Hold	1,667	–	–	0.02%	397
2017 Q4	$43K	Sell	1,667 -720	-30%	-$19.1K	0.02%	374
2017 Q3	$66K	Buy	2,387 +32	+1%	+$962	0.04%	256
2017 Q2	$75K	Sell	2,355 -56	-2%	-$1.77K	0.05%	251
2017 Q1	$75K	Buy	2,411 +29	+1%	+$891	0.05%	247
2016 Q4	$71K	Sell	2,382 -627	-21%	-$19.1K	0.04%	266
2016 Q3	$104K	Buy	3,009 +484	+19%	+$16.9K	0.07%	199
2016 Q2	$81K	Sell	2,525 -52	-2%	-$1.61K	0.06%	214
2016 Q1	$76K	Sell	2,577 -104	-4%	-$3.12K	0.06%	207
2015 Q4	$93K	Buy	2,681 +256	+11%	+$8.56K	0.07%	198
2015 Q3	$82K	Buy	2,425 +23	+1%	+$795	0.06%	208
2015 Q2	$80K	Buy	2,402 +3	+0.1%	+$109	0.06%	221
2015 Q1	$94K	Sell	2,399 -19	-0.8%	-$763	0.07%	195
2014 Q4	$97K	Buy	2,418 +34	+1%	+$1.35K	0.07%	187
2014 Q3	$86K	Buy	2,384 +1,559	+189%	+$59.1K	0.08%	182
2014 Q2	$31K	Buy	825 +11	+1%	+$414	0.03%	305
2014 Q1	$29K	Sell	814 -3,477	-81%	-$120K	0.03%	215
2013 Q4	$142K	Buy	4,291 +1,830	+74%	+$65.3K	0.08%	115
2013 Q3	$92K	Buy	2,461 +1,540	+167%	+$60K	0.06%	120
2013 Q2	$38K	Buy	+921	New	+$42K	0.03%	190

Other funds holding DOC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Plante Moran Financial Advisors's DOC Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Healthpeak Properties (DOC) position steady in Q2 2026 at 1,610 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Plante Moran Financial Advisors first reported a position in DOC in Q2 2013 and has held it in 53 quarters since. The position peaked at $142K in Q4 2013. 396 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Plante Moran Financial Advisors held 1,610 shares of Healthpeak Properties worth $34.5K as of Q2 2026.
Plante Moran Financial Advisors left its Healthpeak Properties share count unchanged in Q2 2026.
Healthpeak Properties made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #404 holding.
Plante Moran Financial Advisors first reported a position in Healthpeak Properties in Q2 2013 and has held it in 53 quarters since.
Plante Moran Financial Advisors's Healthpeak Properties position peaked at $142K in Q4 2013.
396 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.