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Waverly Advisors’s Healthpeak Properties DOC Stock Holding History

Waverly 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 		$343K Buy
+16,047
New +$299K ﹤0.01% 1340
2018
Q1 		– Sell
-227
Closed -$6K – 232
2017
Q4 		$6K Buy
+227
New +$6.02K ﹤0.01% 357
2014
Q4 		– Sell
-110
Closed -$4K – 490
2014
Q3 		$4K Hold
110
– – ﹤0.01% 657
2014
Q2 		$4K Hold
110
– – ﹤0.01% 622
2014
Q1 		$4K Hold
110
– – ﹤0.01% 586
2013
Q4 		$4K Buy
+110
New +$3.92K ﹤0.01% 700

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 $3.38T AUM 44.17% 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

Waverly Advisors's DOC Position: Q2 2026 in Review

Waverly Advisors opened a new position in Healthpeak Properties (DOC) in Q2 2026: 16,047 shares worth $343K. The stake represents ﹤0.01% of the portfolio and ranks #1340 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in DOC as recently as Q4 2017.

Waverly Advisors first reported a position in DOC in Q4 2013 and has held it in 6 quarters since. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Waverly Advisors held 16,047 shares of Healthpeak Properties worth $343K as of Q2 2026.
  • Healthpeak Properties was a new Waverly Advisors position in Q2 2026.
  • Healthpeak Properties made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1340 holding.
  • Waverly Advisors first reported a position in Healthpeak Properties in Q4 2013 and has held it in 6 quarters since.
  • 764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.