Valley National Advisers’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 | $17.4K | Hold |
812
| – | – | ﹤0.01% | 540 |
|
|
2026
Q1 | $13K | Sell |
812
-20
| -2% | -$343 | ﹤0.01% | 556 |
|
|
2025
Q4 | $13K | Hold |
832
| – | – | ﹤0.01% | 552 |
|
|
2025
Q3 | $15K | Hold |
832
| – | – | ﹤0.01% | 505 |
|
|
2025
Q2 | $14K | Buy |
832
+493
| +145% | +$8.76K | ﹤0.01% | 509 |
|
|
2025
Q1 | $6K | Buy |
339
+7
| +2% | +$142 | ﹤0.01% | 628 |
|
|
2024
Q4 | $6K | Hold |
332
| – | – | ﹤0.01% | 607 |
|
|
2024
Q3 | $7K | Sell |
332
-175
| -35% | -$3.77K | ﹤0.01% | 556 |
|
|
2024
Q2 | $9K | Buy |
507
+30
| +6% | +$573 | ﹤0.01% | 641 |
|
|
2024
Q1 | $8K | Buy |
477
+95
| +25% | +$1.73K | ﹤0.01% | 690 |
|
|
2023
Q4 | $7K | Buy |
382
+55
| +17% | +$968 | ﹤0.01% | 727 |
|
|
2023
Q3 | $6K | Buy |
327
+15
| +5% | +$308 | ﹤0.01% | 680 |
|
|
2023
Q2 | $7K | Hold |
312
| – | – | ﹤0.01% | 655 |
|
|
2023
Q1 | $7K | Hold |
312
| – | – | ﹤0.01% | 640 |
|
|
2022
Q4 | $8K | Hold |
312
| – | – | ﹤0.01% | 598 |
|
|
2022
Q3 | $7K | Hold |
312
| – | – | ﹤0.01% | 625 |
|
|
2022
Q2 | $8K | Hold |
312
| – | – | ﹤0.01% | 596 |
|
|
2022
Q1 | $11K | Hold |
312
| – | – | ﹤0.01% | 583 |
|
|
2021
Q4 | $11K | Hold |
312
| – | – | ﹤0.01% | 583 |
|
|
2021
Q3 | $10K | Hold |
312
| – | – | ﹤0.01% | 578 |
|
|
2021
Q2 | $10K | Hold |
312
| – | – | ﹤0.01% | 579 |
|
|
2021
Q1 | $10K | Hold |
312
| – | – | ﹤0.01% | 537 |
|
|
2020
Q4 | $9K | Hold |
312
| – | – | ﹤0.01% | 530 |
|
|
2020
Q3 | $8K | Hold |
312
| – | – | ﹤0.01% | 502 |
|
|
2020
Q2 | $9K | Hold |
312
| – | – | ﹤0.01% | 485 |
|
|
2020
Q1 | $7K | Hold |
312
| – | – | ﹤0.01% | 500 |
|
|
2019
Q4 | $11K | Hold |
312
| – | – | ﹤0.01% | 508 |
|
|
2019
Q3 | $11K | Hold |
312
| – | – | ﹤0.01% | 494 |
|
|
2019
Q2 | $10K | Hold |
312
| – | – | ﹤0.01% | 477 |
|
|
2019
Q1 | $10K | Hold |
312
| – | – | ﹤0.01% | 476 |
|
|
2018
Q4 | $9K | Hold |
312
| – | – | ﹤0.01% | 455 |
|
|
2018
Q3 | $8K | Hold |
312
| – | – | ﹤0.01% | 455 |
|
|
2018
Q2 | $8K | Sell |
312
-15
| -5% | -$354 | ﹤0.01% | 435 |
|
|
2018
Q1 | $8K | Hold |
327
| – | – | ﹤0.01% | 424 |
|
|
2017
Q4 | $9K | Hold |
327
| – | – | ﹤0.01% | 418 |
|
|
2017
Q3 | $9K | Hold |
327
| – | – | ﹤0.01% | 415 |
|
|
2017
Q2 | $10K | Hold |
327
| – | – | ﹤0.01% | 400 |
|
|
2017
Q1 | $10K | Hold |
327
| – | – | ﹤0.01% | 404 |
|
|
2016
Q4 | $10K | Sell |
327
-32
| -9% | -$976 | ﹤0.01% | 403 |
|
|
2016
Q3 | $12K | Buy |
359
+343
| +2,144% | +$12K | 0.01% | 356 |
|
|
2016
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 561 |
|
|
2016
Q1 | $0 | Buy |
+16
| New | +$480 | ﹤0.01% | 612 |
|
Other funds holding DOC
Valley National Advisers's DOC Position: Q2 2026 in Review
Valley National Advisers held its Healthpeak Properties (DOC) position steady in Q2 2026 at 812 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #540.
Valley National Advisers first reported a position in DOC in Q1 2016 and has held it in 42 quarters since. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.
- Valley National Advisers held 812 shares of Healthpeak Properties worth $17.4K as of Q2 2026.
- Valley National Advisers left its Healthpeak Properties share count unchanged in Q2 2026.
- Healthpeak Properties made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #540 holding.
- Valley National Advisers first reported a position in Healthpeak Properties in Q1 2016 and has held it in 42 quarters since.
- 753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.
Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.