Wealth Enhancement Advisory Services
DOC icon

Wealth Enhancement Advisory Services’s Healthpeak Properties DOC Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.25M Sell
196,421
-5,233
-3% -$97.7K 0.01% 1115
2026
Q1 		$3.33M Sell
201,654
-120,658
-37% -$2.07M 0.01% 1113
2025
Q4 		$5.32M Sell
322,312
-192,212
-37% -$3.39M 0.01% 980
2025
Q3 		$9.85M Sell
514,524
-14,712
-3% -$264K 0.01% 662
2025
Q2 		$9.64M Buy
529,236
+181,708
+52% +$3.23M 0.02% 641
2025
Q1 		$7.03M Sell
347,528
-2,356
-0.7% -$47.7K 0.01% 709
2024
Q4 		$7.09M Buy
349,884
+18,483
+6% +$401K 0.01% 678
2024
Q3 		$7.58M Buy
331,401
+63,283
+24% +$1.36M 0.02% 601
2024
Q2 		$5.26M Buy
268,118
+180,929
+208% +$3.46M 0.01% 671
2024
Q1 		$1.63M Buy
87,189
+21,791
+33% +$396K ﹤0.01% 1025
2023
Q4 		$1.29M Buy
65,398
+4,503
+7% +$79.2K ﹤0.01% 1059
2023
Q3 		$1.12M Buy
+60,895
New +$1.25M ﹤0.01% 1050

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

Wealth Enhancement Advisory Services's DOC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Healthpeak Properties (DOC) stake by 2.6% in Q2 2026, selling an estimated $97.7K and leaving 196,421 shares worth $4.25M. The position accounts for 0.01% of the portfolio, ranked #1115.

Wealth Enhancement Advisory Services first reported a position in DOC in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.85M in Q3 2025. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 196,421 shares of Healthpeak Properties worth $4.25M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 5,233 Healthpeak Properties shares in Q2 2026, an estimated $97.7K.
  • Healthpeak Properties made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1115 holding.
  • Wealth Enhancement Advisory Services first reported a position in Healthpeak Properties in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Healthpeak Properties position peaked at $9.85M in Q3 2025.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.