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Whipplewood Advisors’s Healthpeak Properties DOC Stock Holding History

Whipplewood 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
-68
Closed -$1.12K – 760
2026
Q1 		$1.12K Buy
+68
New +$1.17K ﹤0.01% 875
2025
Q3 		– Sell
-229
Closed -$4.01K – 543
2025
Q2 		$4.01K Buy
229
+176
+332% +$3.13K ﹤0.01% 738
2025
Q1 		$15.7K Sell
53
-1,040
-95% -$21K 0.01% 490
2024
Q4 		$22.2K Buy
+1,093
New +$23.7K 0.01% 433

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

Whipplewood Advisors's DOC Position: Q2 2026 in Review

Whipplewood Advisors sold out of Healthpeak Properties (DOC) in Q2 2026, closing a stake of 68 shares — an estimated $1.12K sold.

Whipplewood Advisors first reported a position in DOC in Q4 2024 and held it in 4 quarters. The position peaked at $22.2K in Q4 2024. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Whipplewood Advisors reported no remaining Healthpeak Properties position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 68 Healthpeak Properties shares in Q2 2026, an estimated $1.12K.
  • Whipplewood Advisors first reported a position in Healthpeak Properties in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Healthpeak Properties position peaked at $22.2K in Q4 2024.
  • 753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.