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Wealthedge Investment Advisors’s Healthpeak Properties DOC Stock Holding History

Wealthedge Investment 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 		– Sell
-70,177
Closed -$1.15M – 148
2026
Q1 		$1.15M Sell
70,177
-80,362
-53% -$1.38M 0.42% 58
2025
Q4 		$2.42M Buy
150,539
+9,207
+7% +$162K 0.9% 33
2025
Q3 		$2.71M Sell
141,332
-22,627
-14% -$406K 1.02% 31
2025
Q2 		$2.87M Buy
163,959
+132,274
+417% +$2.35M 1.2% 22
2025
Q1 		$641K Buy
31,685
+8,076
+34% +$163K 0.29% 82
2024
Q4 		$479K Buy
+23,609
New +$512K 0.22% 95

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

Wealthedge Investment Advisors's DOC Position: Q2 2026 in Review

Wealthedge Investment Advisors sold out of Healthpeak Properties (DOC) in Q2 2026, closing a stake of 70,177 shares — an estimated $1.15M sold.

Wealthedge Investment Advisors first reported a position in DOC in Q4 2024 and held it in 6 quarters. The position peaked at $2.87M in Q2 2025. 762 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Wealthedge Investment Advisors reported no remaining Healthpeak Properties position as of Q2 2026 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 70,177 Healthpeak Properties shares in Q2 2026, an estimated $1.15M.
  • Wealthedge Investment Advisors first reported a position in Healthpeak Properties in Q4 2024 and held it in 6 quarters.
  • Wealthedge Investment Advisors's Healthpeak Properties position peaked at $2.87M in Q2 2025.
  • 762 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.