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Principia Wealth Advisory’s Healthpeak Properties DOC Stock Holding History

Principia Wealth Advisory’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 		$599 Sell
28
-28
-50% -$523 ﹤0.01% 858
2026
Q1 		$920 Sell
56
-45
-45% -$771 ﹤0.01% 726
2025
Q4 		$1.62K Buy
101
+3
+3% +$53 ﹤0.01% 514
2025
Q3 		$1.88K Buy
98
+37
+61% +$663 ﹤0.01% 449
2025
Q2 		$1.07K Buy
61
+29
+91% +$515 ﹤0.01% 547
2025
Q1 		$596 Buy
32
+11
+52% +$222 ﹤0.01% 530
2024
Q4 		$426 Buy
+21
New +$455 ﹤0.01% 588

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

Principia Wealth Advisory's DOC Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Healthpeak Properties (DOC) stake by 50% in Q2 2026, selling an estimated $523 and leaving 28 shares worth $599. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Principia Wealth Advisory first reported a position in DOC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.88K in Q3 2025. 757 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Principia Wealth Advisory held 28 shares of Healthpeak Properties worth $599 as of Q2 2026.
  • Principia Wealth Advisory sold 28 Healthpeak Properties shares in Q2 2026, an estimated $523.
  • Healthpeak Properties made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #858 holding.
  • Principia Wealth Advisory first reported a position in Healthpeak Properties in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Healthpeak Properties position peaked at $1.88K in Q3 2025.
  • 757 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.