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Twin Peaks Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

Twin Peaks 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 		– Sell
-466
Closed -$7.65K – 749
2026
Q1 		$7.65K Buy
+466
New +$7.99K ﹤0.01% 1197
2025
Q3 		– Sell
-297
Closed -$5.05K – 670
2025
Q2 		$5.05K Buy
+297
New +$5.28K ﹤0.01% 1305

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

Twin Peaks Wealth Advisors's DOC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Healthpeak Properties (DOC) in Q2 2026, closing a stake of 466 shares — an estimated $7.65K sold.

Twin Peaks Wealth Advisors first reported a position in DOC in Q2 2025 and held it in 2 quarters. The position peaked at $7.65K in Q1 2026. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Healthpeak Properties position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 466 Healthpeak Properties shares in Q2 2026, an estimated $7.65K.
  • Twin Peaks Wealth Advisors first reported a position in Healthpeak Properties in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Healthpeak Properties position peaked at $7.65K in Q1 2026.
  • 753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.