Steward Partners Investment Advisory’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $668K | Buy |
31,233
+11,978
| +62% | +$224K | ﹤0.01% | 1535 |
|
|
2026
Q1 | $316K | Buy |
19,255
+8,310
| +76% | +$142K | ﹤0.01% | 1783 |
|
|
2025
Q4 | $176K | Buy |
10,945
+378
| +4% | +$6.66K | ﹤0.01% | 1984 |
|
|
2025
Q3 | $202K | Buy |
10,567
+6,867
| +186% | +$123K | ﹤0.01% | 1863 |
|
|
2025
Q2 | $64.8K | Sell |
3,700
-995
| -21% | -$17.7K | ﹤0.01% | 2344 |
|
|
2025
Q1 | $94.9K | Sell |
4,695
-755
| -14% | -$15.3K | ﹤0.01% | 2045 |
|
|
2024
Q4 | $110K | Buy |
5,450
+998
| +22% | +$21.6K | ﹤0.01% | 1926 |
|
|
2024
Q3 | $102K | Buy |
4,452
+1,029
| +30% | +$22.2K | ﹤0.01% | 1867 |
|
|
2024
Q2 | $67.1K | Sell |
3,423
-335
| -9% | -$6.4K | ﹤0.01% | 1960 |
|
|
2024
Q1 | $70.5K | Buy |
3,758
+1,230
| +49% | +$22.3K | ﹤0.01% | 1942 |
|
|
2023
Q4 | $50.1K | Sell |
2,528
-1,201
| -32% | -$21.1K | ﹤0.01% | 1996 |
|
|
2023
Q3 | $68.5K | Buy |
3,729
+1
| +0% | +$21 | ﹤0.01% | 1759 |
|
|
2023
Q2 | $74.9K | Sell |
3,728
-75
| -2% | -$1.56K | ﹤0.01% | 1719 |
|
|
2023
Q1 | $83.5K | Buy |
3,803
+565
| +17% | +$14K | ﹤0.01% | 1656 |
|
|
2022
Q4 | $81.2K | Sell |
3,238
-130
| -4% | -$3.16K | ﹤0.01% | 1628 |
|
|
2022
Q3 | $77K | Sell |
3,368
-38
| -1% | -$1K | ﹤0.01% | 1597 |
|
|
2022
Q2 | $88K | Sell |
3,406
-522
| -13% | -$15.8K | ﹤0.01% | 1547 |
|
|
2022
Q1 | $135K | Buy |
3,928
+656
| +20% | +$22.1K | ﹤0.01% | 1471 |
|
|
2021
Q4 | $118K | Buy |
3,272
+560
| +21% | +$19.3K | ﹤0.01% | 1526 |
|
|
2021
Q3 | $91K | Sell |
2,712
-200
| -7% | -$7.08K | ﹤0.01% | 1589 |
|
|
2021
Q2 | $97K | Sell |
2,912
-340
| -10% | -$11.4K | ﹤0.01% | 2334 |
|
|
2021
Q1 | $103K | Buy |
3,252
+190
| +6% | +$5.77K | ﹤0.01% | 1609 |
|
|
2020
Q4 | $93K | Sell |
3,062
-81
| -3% | -$2.36K | ﹤0.01% | 1392 |
|
|
2020
Q3 | $85K | Sell |
3,143
-192
| -6% | -$5.26K | ﹤0.01% | 1279 |
|
|
2020
Q2 | $92K | Buy |
3,335
+152
| +5% | +$3.88K | ﹤0.01% | 1188 |
|
|
2020
Q1 | $75K | Sell |
3,183
-99
| -3% | -$3.23K | ﹤0.01% | 1104 |
|
|
2019
Q4 | $113K | Buy |
3,282
+105
| +3% | +$3.67K | ﹤0.01% | 1088 |
|
|
2019
Q3 | $113K | Buy |
3,177
+4
| +0.1% | +$135 | ﹤0.01% | 1040 |
|
|
2019
Q2 | $101K | Buy |
+3,173
| New | +$98.6K | ﹤0.01% | 1053 |
|
|
2018
Q4 | – | Sell |
-3,908
| Closed | -$103K | – | 1090 |
|
|
2018
Q3 | $103K | Buy |
3,908
+322
| +9% | +$8.46K | ﹤0.01% | 922 |
|
|
2018
Q2 | $93K | Buy |
3,586
+804
| +29% | +$19K | 0.01% | 874 |
|
|
2018
Q1 | $64K | Buy |
+2,782
| New | +$64.6K | ﹤0.01% | 909 |
|
Other funds holding DOC
Steward Partners Investment Advisory's DOC Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its Healthpeak Properties (DOC) stake by 62% in Q2 2026, buying an estimated $224K and bringing the position to 31,233 shares worth $668K. The position accounts for ﹤0.01% of the portfolio, ranked #1535.
Steward Partners Investment Advisory first reported a position in DOC in Q1 2018 and has held it in 32 quarters since. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.
- Steward Partners Investment Advisory held 31,233 shares of Healthpeak Properties worth $668K as of Q2 2026.
- Steward Partners Investment Advisory bought 11,978 Healthpeak Properties shares in Q2 2026, an estimated $224K.
- Healthpeak Properties made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1535 holding.
- Steward Partners Investment Advisory first reported a position in Healthpeak Properties in Q1 2018 and has held it in 32 quarters since.
- 764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.