Superior Planning, LLC’s Healthpeak Properties DOC Stock Holding History

Superior Planning, LLC’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 Q3	$3.34K	Buy	+167	New	+$3.54K	﹤0.01%	1365

Other funds holding DOC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Superior Planning, LLC's DOC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Healthpeak Properties (DOC) in Q3 2026: 167 shares worth $3.34K. The stake represents ﹤0.01% of the portfolio and ranks #1365 among its holdings.

559 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

Superior Planning, LLC held 167 shares of Healthpeak Properties worth $3.34K as of Q3 2026.
Healthpeak Properties was a new Superior Planning, LLC position in Q3 2026.
Healthpeak Properties made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1365 holding.
559 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.