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Valeo Financial Advisors’s Healthpeak Properties DOC Stock Holding History

Valeo 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
Q3 		$338K Buy
16,937
+543
+3% +$11.5K 0.01% 589
2026
Q2 		$351K Sell
16,394
-2,341
-12% -$43.7K 0.01% 565
2026
Q1 		$308K Buy
18,735
+2,215
+13% +$38K 0.01% 535
2025
Q4 		$266K Sell
16,520
-1,125
-6% -$19.8K 0.01% 664
2025
Q3 		$338K Buy
17,645
+1,608
+10% +$28.8K 0.01% 574
2025
Q2 		$281K Sell
16,037
-3,895
-20% -$69.2K 0.01% 600
2025
Q1 		$403K Sell
19,932
-555
-3% -$11.2K 0.01% 463
2024
Q4 		$415K Sell
20,487
-93
-0.5% -$2.02K 0.01% 452
2024
Q3 		$471K Buy
20,580
+1,686
+9% +$36.3K 0.01% 421
2024
Q2 		$370K Buy
18,894
+4,434
+31% +$84.7K 0.01% 462
2024
Q1 		$269K Buy
+14,460
New +$263K 0.01% 543
2021
Q2 		– Sell
-210
Closed -$7K – 841
2021
Q1 		$7K Buy
210
+10
+5% +$304 ﹤0.01% 1443
2020
Q4 		$6K Hold
200
– – ﹤0.01% 1320
2020
Q3 		$5K Sell
200
-208
-51% -$5.7K ﹤0.01% 1243
2020
Q2 		$11K Buy
+408
New +$10.4K ﹤0.01% 1248
2019
Q4 		– Sell
-100
Closed -$4K – 1647
2019
Q3 		$4K Hold
100
– – ﹤0.01% 1237
2019
Q2 		$3K Hold
100
– – ﹤0.01% 1325
2019
Q1 		$3K Hold
100
– – ﹤0.01% 1279
2018
Q4 		$3K Hold
100
– – ﹤0.01% 1197
2018
Q3 		$3K Hold
100
– – ﹤0.01% 1336
2018
Q2 		$3K Hold
100
– – ﹤0.01% 1247
2018
Q1 		$2K Hold
100
– – ﹤0.01% 1320
2017
Q4 		$3K Hold
100
– – ﹤0.01% 1106
2017
Q3 		$3K Buy
+100
New +$3.01K ﹤0.01% 948

Other funds holding DOC

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Valeo Financial Advisors's DOC Position: Q3 2026 in Review

Valeo Financial Advisors increased its Healthpeak Properties (DOC) stake by 3.3% in Q3 2026, buying an estimated $11.5K and bringing the position to 16,937 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #589.

Valeo Financial Advisors first reported a position in DOC in Q3 2017 and has held it in 24 quarters since. The position peaked at $471K in Q3 2024. 20 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

  • Valeo Financial Advisors held 16,937 shares of Healthpeak Properties worth $338K as of Q3 2026.
  • Valeo Financial Advisors bought 543 Healthpeak Properties shares in Q3 2026, an estimated $11.5K.
  • Healthpeak Properties made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #589 holding.
  • Valeo Financial Advisors first reported a position in Healthpeak Properties in Q3 2017 and has held it in 24 quarters since.
  • Valeo Financial Advisors's Healthpeak Properties position peaked at $471K in Q3 2024.
  • 20 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.