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Wiser Advisor Group’s Healthpeak Properties DOC Stock Holding History

Wiser Advisor Group’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 		$44.2K Buy
2,068
+34
+2% +$634 0.05% 97
2026
Q1 		$33.4K Buy
2,034
+36
+2% +$617 0.04% 104
2025
Q4 		$32.1K Buy
1,998
+35
+2% +$617 0.04% 109
2025
Q3 		$37.6K Buy
+1,963
New +$35.2K 0.05% 106
2025
Q2 		– Sell
-1,897
Closed -$38.4K – 100
2025
Q1 		$38.4K Buy
1,897
+28
+1% +$566 0.06% 109
2024
Q4 		$37.9K Buy
1,869
+26
+1% +$563 0.06% 110
2024
Q3 		$42.1K Buy
1,843
+25
+1% +$539 0.06% 105
2024
Q2 		$35.6K Buy
1,818
+29
+2% +$554 0.06% 115
2024
Q1 		$33.6K Buy
1,789
+30
+2% +$545 0.05% 117
2023
Q4 		$34.8K Buy
+1,759
New +$30.9K 0.06% 116

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

Wiser Advisor Group's DOC Position: Q2 2026 in Review

Wiser Advisor Group increased its Healthpeak Properties (DOC) stake by 1.7% in Q2 2026, buying an estimated $634 and bringing the position to 2,068 shares worth $44.2K. The position accounts for 0.05% of the portfolio, ranked #97.

Wiser Advisor Group first reported a position in DOC in Q4 2023 and has held it in 10 quarters since. 757 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Wiser Advisor Group held 2,068 shares of Healthpeak Properties worth $44.2K as of Q2 2026.
  • Wiser Advisor Group bought 34 Healthpeak Properties shares in Q2 2026, an estimated $634.
  • Healthpeak Properties made up 0.05% of Wiser Advisor Group's portfolio in Q2 2026, its #97 holding.
  • Wiser Advisor Group first reported a position in Healthpeak Properties in Q4 2023 and has held it in 10 quarters since.
  • 757 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.