1834 INVESTMENT ADVISORS CO DOC — HEALTHPEAK PROPERTIES INC

Ownership history in 1834 INVESTMENT ADVISORS CO  ·  5 quarters on record

AI Ownership Summary

1834 INVESTMENT ADVISORS CO reported HEALTHPEAK PROPERTIES INC (DOC) in 5 quarterly 13F filings from 2025 Q3 through 2026 Q3. Peak portfolio weight reached 0.48% in 2026 Q2. The latest visible filing shows DOC at 0.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DOC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 1834 INVESTMENT ADVISORS CO's position in HEALTHPEAK PROPERTIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

DOC was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DOC stock page 1834 INVESTMENT ADVISORS CO fund profile 1834 INVESTMENT ADVISORS CO full holdings
How 1834 INVESTMENT ADVISORS CO held DOC — position size vs. price
% of Fund (quarterly)    DOC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 206,239 +6,719 +3.4% 0.47% $4.1M 2026-10-16 $18.98
2026 Q2 ADDED — — — 199,520 +15,549 +8.5% 0.48% $4.3M 2026-07-30 $21.84
2026 Q1 ADDED — — — 183,971 +90,101 +96.0% 0.38% $3.0M 2026-05-14 $19.08
2025 Q4 ADDED — — — 93,870 +71,884 +327.0% 0.19% $1.5M 2026-01-29 $16.42
2025 Q3 INITIATED — — — 21,986 — — 0.05% $421K 2025-10-31 $16.89

🏢 Other funds also holding DOC

As of 2026 Q3 — sorted by position size

Pensionfund PDN 3Y 7Y 2.1% Pensionfund Sabic 3Y 7Y 2.09% WOLFF WIESE MAGANA LLC 3Y 1.6% MFG WEALTH MANAGEMENT, INC. 1.37% Miller Global Investments, LLC 0.86% Parrish Capital LLC 0.83% HF Advisory Group, LLC 3Y 0.71% Douglas Lane & Associates, LLC 3Y 7Y 0.65% Northside Capital Management, LLC 3Y 7Y 0.63% MERIDIAN INVESTMENT COUNSEL INC. 3Y 7Y 0.6%

FAQ About 1834 INVESTMENT ADVISORS CO and DOC

These are the practical questions this page is built to answer before you even open the full history table.

How long has 1834 INVESTMENT ADVISORS CO reported owning DOC?

1834 INVESTMENT ADVISORS CO reported DOC across 5 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

What was the largest reported DOC position in 1834 INVESTMENT ADVISORS CO's portfolio?

The largest reported portfolio weight for DOC was 0.48% in 2026 Q2.

What is the latest reported DOC position on this page?

The most recent filing on this page is 2026 Q3, when 1834 INVESTMENT ADVISORS CO reported 206,239 shares, equal to 0.47% of portfolio, with an estimated market value of $4.1M.

What does the chart on this DOC ownership page compare?

The chart compares 1834 INVESTMENT ADVISORS CO's quarterly DOC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 1834 INVESTMENT ADVISORS CO time their DOC position?

Based on 13F filing dates vs. subsequent DOC price moves, 1834 INVESTMENT ADVISORS CO correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on DOC relative to SPY over the holding period was +835.1%.

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