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Private Advisory Group’s Healthpeak Properties DOC Stock Holding History

Private Advisory Group’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 		– Sell
-378,950
Closed -$6.23M – 304
2026
Q1 		$6.23M Buy
378,950
+364,464
+2,516% +$6.25M 0.41% 72
2025
Q4 		$233K Buy
+14,486
New +$255K 0.02% 227

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

Private Advisory Group's DOC Position: Q2 2026 in Review

Private Advisory Group sold out of Healthpeak Properties (DOC) in Q2 2026, closing a stake of 378,950 shares — an estimated $6.23M sold.

Private Advisory Group first reported a position in DOC in Q4 2025 and held it in 2 quarters. The position peaked at $6.23M in Q1 2026. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Private Advisory Group reported no remaining Healthpeak Properties position as of Q2 2026 after selling out during the quarter.
  • Private Advisory Group sold 378,950 Healthpeak Properties shares in Q2 2026, an estimated $6.23M.
  • Private Advisory Group first reported a position in Healthpeak Properties in Q4 2025 and held it in 2 quarters.
  • Private Advisory Group's Healthpeak Properties position peaked at $6.23M in Q1 2026.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.