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Sheaff Brock Investment Advisors’s Healthpeak Properties DOC Stock Holding History

Sheaff Brock Investment 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
2025
Q1 		$1.31M Buy
64,624
+5,140
+9% +$104K 0.12% 147
2024
Q4 		$1.21M Sell
59,484
-3,736
-6% -$81K 0.1% 149
2024
Q3 		$1.45M Sell
63,220
-560
-0.9% -$12.1K 0.13% 135
2024
Q2 		$1.25M Sell
63,780
-2,743
-4% -$52.4K 0.12% 144
2024
Q1 		$1.25M Buy
66,523
+2,019
+3% +$36.7K 0.08% 157
2023
Q4 		$1.28M Buy
64,504
+17,585
+37% +$309K 0.1% 144
2023
Q3 		$861K Hold
46,919
– – 0.08% 177
2023
Q2 		$943K Buy
46,919
+286
+0.6% +$5.94K 0.08% 177
2023
Q1 		$1.02M Buy
46,633
+502
+1% +$12.4K 0.09% 169
2022
Q4 		$1.16M Buy
46,131
+980
+2% +$23.8K 0.11% 144
2022
Q3 		$1.03M Buy
45,151
+1,017
+2% +$26.9K 0.11% 147
2022
Q2 		$1.14M Buy
44,134
+6,588
+18% +$200K 0.1% 136
2022
Q1 		$1.29M Buy
37,546
+2,610
+7% +$87.9K 0.09% 150
2021
Q4 		$1.26M Buy
34,936
+509
+1% +$17.6K 0.08% 156
2021
Q3 		$1.15M Buy
34,427
+537
+2% +$19K 0.08% 159
2021
Q2 		$1.13M Buy
33,890
+2,428
+8% +$81.5K 0.08% 160
2021
Q1 		$999K Buy
31,462
+716
+2% +$21.7K 0.08% 154
2020
Q4 		$929K Sell
30,746
-447
-1% -$13K 0.08% 149
2020
Q3 		$847K Sell
31,193
-260
-0.8% -$7.12K 0.08% 151
2020
Q2 		$867K Buy
31,453
+2,770
+10% +$70.7K 0.09% 144
2020
Q1 		$684K Buy
28,683
+856
+3% +$27.9K 0.09% 139
2019
Q4 		$959K Buy
27,827
+4,460
+19% +$156K 0.09% 150
2019
Q3 		$833K Buy
23,367
+2,305
+11% +$77.8K 0.09% 158
2019
Q2 		$674K Buy
21,062
+853
+4% +$26.5K 0.07% 197
2019
Q1 		$633K Buy
20,209
+1,055
+6% +$32.1K 0.08% 212
2018
Q4 		$535K Buy
19,154
+5,569
+41% +$154K 0.08% 219
2018
Q3 		$358K Buy
13,585
+876
+7% +$23K 0.03% 321
2018
Q2 		$328K Buy
12,709
+769
+6% +$18.1K 0.03% 343
2018
Q1 		$277K Buy
11,940
+2,445
+26% +$56.8K 0.03% 376
2017
Q4 		$248K Sell
9,495
-400
-4% -$10.6K 0.03% 395
2017
Q3 		$275K Buy
9,895
+1,338
+16% +$40.2K 0.04% 385
2017
Q2 		$273K Buy
+8,557
New +$271K 0.04% 405
2016
Q4 		– Sell
-7,144
Closed -$247K – 619
2016
Q3 		$247K Sell
7,144
-663
-8% -$23.2K 0.03% 415
2016
Q2 		$252K Sell
7,807
-200
-2% -$6.21K 0.03% 420
2016
Q1 		$238K Buy
8,007
+110
+1% +$3.3K 0.03% 442
2015
Q4 		$275K Buy
+7,897
New +$264K 0.03% 439

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sheaff Brock Investment Advisors's DOC Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Healthpeak Properties (DOC) stake by 8.6% in Q1 2025, buying an estimated $104K and bringing the position to 64,624 shares worth $1.31M. The position accounts for 0.12% of the portfolio, ranked #147.

Sheaff Brock Investment Advisors first reported a position in DOC in Q4 2015 and has held it in 36 quarters since. The position peaked at $1.45M in Q3 2024. 755 funds tracked by Wall St. Rank hold DOC as of Q1 2025.

  • Sheaff Brock Investment Advisors held 64,624 shares of Healthpeak Properties worth $1.31M as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 5,140 Healthpeak Properties shares in Q1 2025, an estimated $104K.
  • Healthpeak Properties made up 0.12% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #147 holding.
  • Sheaff Brock Investment Advisors first reported a position in Healthpeak Properties in Q4 2015 and has held it in 36 quarters since.
  • Sheaff Brock Investment Advisors's Healthpeak Properties position peaked at $1.45M in Q3 2024.
  • 755 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.