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Sequoia Financial Advisors’s Healthpeak Properties DOC Stock Holding History

Sequoia 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 		$3.16M Buy
147,784
+3,864
+3% +$72.1K 0.02% 461
2026
Q1 		$2.36M Buy
143,920
+16,001
+13% +$274K 0.01% 549
2025
Q4 		$2.06M Sell
127,919
-27,480
-18% -$484K 0.01% 564
2025
Q3 		$2.98M Buy
155,399
+16,591
+12% +$297K 0.02% 421
2025
Q2 		$2.43M Buy
138,808
+49,650
+56% +$882K 0.02% 428
2025
Q1 		$1.8M Buy
89,158
+9,019
+11% +$182K 0.01% 457
2024
Q4 		$1.62M Buy
80,139
+5,325
+7% +$115K 0.02% 462
2024
Q3 		$1.71M Buy
74,814
+48,736
+187% +$1.05M 0.02% 404
2024
Q2 		$511K Buy
26,078
+2,509
+11% +$47.9K 0.01% 678
2024
Q1 		$442K Buy
+23,569
New +$428K 0.01% 726

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

Sequoia Financial Advisors's DOC Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Healthpeak Properties (DOC) stake by 2.7% in Q2 2026, buying an estimated $72.1K and bringing the position to 147,784 shares worth $3.16M. The position accounts for 0.02% of the portfolio, ranked #461.

Sequoia Financial Advisors first reported a position in DOC in Q1 2024 and has held it in 10 quarters since. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Sequoia Financial Advisors held 147,784 shares of Healthpeak Properties worth $3.16M as of Q2 2026.
  • Sequoia Financial Advisors bought 3,864 Healthpeak Properties shares in Q2 2026, an estimated $72.1K.
  • Healthpeak Properties made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #461 holding.
  • Sequoia Financial Advisors first reported a position in Healthpeak Properties in Q1 2024 and has held it in 10 quarters since.
  • 753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.