Action Point Financial Planning’s Healthpeak Properties DOC Stock Holding History

Action Point Financial Planning’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	$3.77K	Buy	+178	New	+$3.32K	﹤0.01%	1947

Other funds holding DOC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Action Point Financial Planning's DOC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Healthpeak Properties (DOC) in Q2 2026: 178 shares worth $3.77K. The stake represents ﹤0.01% of the portfolio and ranks #1947 among its holdings.

753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Action Point Financial Planning held 178 shares of Healthpeak Properties worth $3.77K as of Q2 2026.
Healthpeak Properties was a new Action Point Financial Planning position in Q2 2026.
Healthpeak Properties made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1947 holding.
753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.