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Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

DOC holding history

Healthpeak Properties, Inc. in every 13F filed by Heritage Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DOC overviewAll 13F holders of DOCFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q3 2024
Holdings of DOC by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−277−100.0%Sold outHolders
Q4 2024277$5.62K<0.1%+49+21.5%AddedHolders
Q3 2024228$5.21K<0.1%+228NewHolders