RAFFA WEALTH MANAGEMENT, LLC’s Healthpeak Properties DOC Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$1.01K	Sell	47 -93	-66%	-$1.74K	﹤0.01%	1016
2026 Q1	$2.3K	Buy	140 +93	+198%	+$1.59K	﹤0.01%	719
2025 Q4	$756	Hold	47	–	–	﹤0.01%	986
2025 Q3	$900	Hold	47	–	–	﹤0.01%	915
2025 Q2	$823	Hold	47	–	–	﹤0.01%	914
2025 Q1	$950	Sell	47 -28	-37%	-$566	﹤0.01%	843
2024 Q4	$1.52K	Hold	75	–	–	﹤0.01%	746
2024 Q3	$1.72K	Hold	75	–	–	﹤0.01%	679
2024 Q2	$1.47K	Hold	75	–	–	﹤0.01%	793
2024 Q1	$1.41K	Sell	75 -42	-36%	-$763	﹤0.01%	795
2023 Q4	$2.32K	Hold	117	–	–	﹤0.01%	572
2023 Q3	$2.15K	Hold	117	–	–	﹤0.01%	565
2023 Q2	$2.35K	Hold	117	–	–	﹤0.01%	560
2023 Q1	$2.57K	Hold	117	–	–	﹤0.01%	543
2022 Q4	$2.93K	Hold	117	–	–	﹤0.01%	491
2022 Q3	$2.68K	Hold	117	–	–	﹤0.01%	526
2022 Q2	$3.03K	Hold	117	–	–	﹤0.01%	506
2022 Q1	$4.02K	Hold	117	–	–	﹤0.01%	458
2021 Q4	$4.22K	Sell	117 -6	-5%	-$207	﹤0.01%	461
2021 Q3	$4.12K	Buy	123 +6	+5%	+$212	﹤0.01%	418
2021 Q2	$3.9K	Hold	117	–	–	﹤0.01%	440
2021 Q1	$3.71K	Buy	117 +28	+31%	+$850	﹤0.01%	473
2020 Q4	$2.69K	Hold	89	–	–	﹤0.01%	485
2020 Q3	$2.42K	Buy	89 +28	+46%	+$767	﹤0.01%	455
2020 Q2	$1.68K	Sell	61 -98	-62%	-$2.5K	﹤0.01%	516
2020 Q1	$3.79K	Buy	159 +112	+238%	+$3.65K	﹤0.01%	323
2019 Q4	$1.62K	Hold	47	–	–	﹤0.01%	449
2019 Q3	$1.68K	Buy	+47	New	+$1.59K	﹤0.01%	432
2019 Q2	–	Sell	-47	Closed	-$1.47K	–	910
2019 Q1	$1.47K	Hold	47	–	–	﹤0.01%	424
2018 Q4	$1.31K	Hold	47	–	–	﹤0.01%	440
2018 Q3	$1.24K	Hold	47	–	–	﹤0.01%	516
2018 Q2	$1.21K	Hold	47	–	–	﹤0.01%	493
2018 Q1	$1.09K	Buy	+47	New	+$1.09K	﹤0.01%	503
2017 Q1	–	Sell	-10	Closed	-$297	–	501
2016 Q4	$297	Sell	10 -1	-9%	-$30	﹤0.01%	861
2016 Q3	$380	Hold	11	–	–	﹤0.01%	808
2016 Q2	$354	Hold	11	–	–	﹤0.01%	805
2016 Q1	$326	Hold	11	–	–	﹤0.01%	792
2015 Q4	$382	Hold	11	–	–	﹤0.01%	772
2015 Q3	$373	Hold	11	–	–	﹤0.01%	761
2015 Q2	$365	Hold	11	–	–	﹤0.01%	795
2015 Q1	$432	Sell	11 -4	-27%	-$161	﹤0.01%	764
2014 Q4	$616	Hold	15	–	–	﹤0.01%	574
2014 Q3	$556	Buy	+15	New	+$569	﹤0.01%	571
2014 Q1	–	Sell	-15	Closed	-$616	–	402
2013 Q4	$616	Buy	+15	New	+$535	﹤0.01%	574

Other funds holding DOC

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's DOC Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Healthpeak Properties (DOC) stake by 66% in Q2 2026, selling an estimated $1.74K and leaving 47 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in DOC in Q4 2013 and has held it in 44 quarters since. The position peaked at $4.22K in Q4 2021. 214 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 47 shares of Healthpeak Properties worth $1.01K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 93 Healthpeak Properties shares in Q2 2026, an estimated $1.74K.
Healthpeak Properties made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1016 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Healthpeak Properties in Q4 2013 and has held it in 44 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Healthpeak Properties position peaked at $4.22K in Q4 2021.
214 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.