AWM
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Accurate Wealth Management’s Healthpeak Properties DOC Stock Holding History

Accurate Wealth Management’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 		$338K Buy
15,631
+2,880
+23% +$53.7K 0.03% 429
2026
Q1 		$213K Buy
12,751
+1,694
+15% +$29K 0.03% 503
2025
Q4 		$185K Buy
11,057
+193
+2% +$3.4K 0.02% 500
2025
Q3 		$197K Buy
10,864
+177
+2% +$3.17K 0.03% 483
2025
Q2 		$198K Sell
10,687
-3,812
-26% -$67.7K 0.03% 434
2025
Q1 		$263K Buy
14,499
+2,210
+18% +$44.7K 0.05% 318
2024
Q4 		$242K Buy
12,289
+1,370
+13% +$29.7K 0.05% 330
2024
Q3 		$244K Buy
10,919
+122
+1% +$2.63K 0.05% 324
2024
Q2 		$223K Buy
+10,797
New +$206K 0.05% 299
2023
Q1 		– Sell
-4,991
Closed -$131K – 550
2022
Q4 		$131K Buy
+4,991
New +$121K 0.05% 266

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

Accurate Wealth Management's DOC Position: Q2 2026 in Review

Accurate Wealth Management increased its Healthpeak Properties (DOC) stake by 23% in Q2 2026, buying an estimated $53.7K and bringing the position to 15,631 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #429.

Accurate Wealth Management first reported a position in DOC in Q4 2022 and has held it in 10 quarters since. 763 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Accurate Wealth Management held 15,631 shares of Healthpeak Properties worth $338K as of Q2 2026.
  • Accurate Wealth Management bought 2,880 Healthpeak Properties shares in Q2 2026, an estimated $53.7K.
  • Healthpeak Properties made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #429 holding.
  • Accurate Wealth Management first reported a position in Healthpeak Properties in Q4 2022 and has held it in 10 quarters since.
  • 763 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.