Transamerica Financial Advisors’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 | $203K | Sell |
9,504
-1,579
| -14% | -$29.5K | 0.02% | 416 |
|
|
2026
Q1 | $182K | Buy |
11,083
+4,972
| +81% | +$85.2K | 0.02% | 409 |
|
|
2025
Q4 | $98.3K | Buy |
6,111
+3,027
| +98% | +$53.4K | 0.01% | 459 |
|
|
2025
Q3 | $59K | Buy |
+3,084
| New | +$55.3K | ﹤0.01% | 462 |
|
|
2024
Q4 | – | Sell |
-1
| Closed | -$1K | – | 578 |
|
|
2024
Q3 | $1K | Buy |
+1
| New | +$22 | ﹤0.01% | 448 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$1K | – | 617 |
|
|
2023
Q4 | $1K | Sell |
1
-1
| -50% | -$18 | ﹤0.01% | 424 |
|
|
2023
Q3 | $1K | Buy |
2
+1
| +100% | +$21 | ﹤0.01% | 451 |
|
|
2023
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 422 |
|
|
2023
Q1 | $1K | Sell |
1
-25
| -96% | -$620 | ﹤0.01% | 414 |
|
|
2022
Q4 | $1K | Buy |
26
+25
| +2,500% | +$608 | ﹤0.01% | 466 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 433 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$30 | ﹤0.01% | 446 |
|
|
2020
Q3 | – | Sell |
-1
| Closed | -$1K | – | 237 |
|
|
2020
Q2 | $1K | Buy |
+1
| New | +$26 | ﹤0.01% | 355 |
|
|
2019
Q3 | – | Sell |
-3
| Closed | -$1K | – | 183 |
|
|
2019
Q2 | $1K | Buy |
+3
| New | +$93 | ﹤0.01% | 427 |
|
|
2019
Q1 | – | Sell |
-3
| Closed | -$1K | – | 172 |
|
|
2018
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 395 |
|
|
2018
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 401 |
|
|
2018
Q2 | $1K | Sell |
3
-15
| -83% | -$354 | ﹤0.01% | 360 |
|
|
2018
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 349 |
|
|
2017
Q4 | $1K | Sell |
18
-32
| -64% | -$848 | ﹤0.01% | 337 |
|
|
2017
Q3 | $2K | Sell |
50
-3
| -6% | -$90 | ﹤0.01% | 310 |
|
|
2017
Q2 | $2K | Sell |
53
-16,977
| -100% | -$538K | ﹤0.01% | 286 |
|
|
2017
Q1 | $533K | Buy |
17,030
+145
| +0.9% | +$4.45K | 0.06% | 188 |
|
|
2016
Q4 | $502K | Sell |
16,885
-1,252
| -7% | -$38.2K | 0.06% | 183 |
|
|
2016
Q3 | $627K | Buy |
18,137
+1,586
| +10% | +$55.5K | 0.07% | 183 |
|
|
2016
Q2 | $534K | Buy |
16,551
+6,651
| +67% | +$207K | 0.05% | 187 |
|
|
2016
Q1 | $294K | Buy |
9,900
+5,843
| +144% | +$175K | 0.02% | 274 |
|
|
2015
Q4 | $142K | Buy |
4,057
+222
| +6% | +$7.43K | 0.01% | 323 |
|
|
2015
Q3 | $131K | Hold |
3,835
| – | – | 0.01% | 310 |
|
|
2015
Q2 | $128K | Buy |
3,835
+397
| +12% | +$14.5K | 0.01% | 366 |
|
|
2015
Q1 | $136K | Buy |
3,438
+583
| +20% | +$23.4K | 0.01% | 354 |
|
|
2014
Q4 | $115K | Buy |
2,855
+171
| +6% | +$6.79K | 0.01% | 314 |
|
|
2014
Q3 | $98K | Sell |
2,684
-63
| -2% | -$2.39K | 0.01% | 302 |
|
|
2014
Q2 | $104K | Buy |
2,747
+325
| +13% | +$12.2K | 0.01% | 318 |
|
|
2014
Q1 | $86K | Buy |
2,422
+2,354
| +3,462% | +$81.3K | 0.01% | 314 |
|
|
2013
Q4 | $3K | Sell |
68
-2
| -3% | -$71 | ﹤0.01% | 526 |
|
|
2013
Q3 | $3K | Sell |
70
-760
| -92% | -$29.6K | ﹤0.01% | 522 |
|
|
2013
Q2 | $35K | Buy |
+830
| New | +$37.9K | 0.01% | 324 |
|
Other funds holding DOC
Transamerica Financial Advisors's DOC Position: Q2 2026 in Review
Transamerica Financial Advisors reduced its Healthpeak Properties (DOC) stake by 14% in Q2 2026, selling an estimated $29.5K and leaving 9,504 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #416.
Transamerica Financial Advisors first reported a position in DOC in Q2 2013 and has held it in 37 quarters since. The position peaked at $627K in Q3 2016. 755 funds tracked by Wall St. Rank hold DOC as of Q2 2026.
- Transamerica Financial Advisors held 9,504 shares of Healthpeak Properties worth $203K as of Q2 2026.
- Transamerica Financial Advisors sold 1,579 Healthpeak Properties shares in Q2 2026, an estimated $29.5K.
- Healthpeak Properties made up 0.02% of Transamerica Financial Advisors's portfolio in Q2 2026, its #416 holding.
- Transamerica Financial Advisors first reported a position in Healthpeak Properties in Q2 2013 and has held it in 37 quarters since.
- Transamerica Financial Advisors's Healthpeak Properties position peaked at $627K in Q3 2016.
- 755 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.
Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.