Provenance Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

Provenance 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	$257K	Buy	12,019 +620	+5%	+$11.6K	0.02%	120
2026 Q1	$187K	Hold	11,399	–	–	0.02%	123
2025 Q4	$183K	Hold	11,399	–	–	0.02%	116
2025 Q3	$218K	Hold	11,399	–	–	0.03%	121
2025 Q2	$200K	Hold	11,399	–	–	0.03%	120
2025 Q1	$230K	Hold	11,399	–	–	0.03%	122
2024 Q4	$231K	Hold	11,399	–	–	0.03%	135
2024 Q3	$261K	Hold	11,399	–	–	0.03%	137
2024 Q2	$223K	Hold	11,399	–	–	0.03%	133
2024 Q1	$214K	Buy	+11,399	New	+$207K	0.03%	141

Other funds holding DOC

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

Provenance Wealth Advisors increased its Healthpeak Properties (DOC) stake by 5.4% in Q2 2026, buying an estimated $11.6K and bringing the position to 12,019 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #120.

Provenance Wealth Advisors first reported a position in DOC in Q1 2024 and has held it in 10 quarters since. The position peaked at $261K in Q3 2024. 757 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Provenance Wealth Advisors held 12,019 shares of Healthpeak Properties worth $257K as of Q2 2026.
Provenance Wealth Advisors bought 620 Healthpeak Properties shares in Q2 2026, an estimated $11.6K.
Healthpeak Properties made up 0.02% of Provenance Wealth Advisors's portfolio in Q2 2026, its #120 holding.
Provenance Wealth Advisors first reported a position in Healthpeak Properties in Q1 2024 and has held it in 10 quarters since.
Provenance Wealth Advisors's Healthpeak Properties position peaked at $261K in Q3 2024.
757 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.