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

Activest 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 		$214 Buy
+10
New +$187 ﹤0.01% 1158
2025
Q4 		– Sell
-32
Closed -$613 – 1183
2025
Q3 		$613 Buy
+32
New +$574 ﹤0.01% 943
2025
Q1 		– Sell
-10
Closed -$202 – 1093
2024
Q4 		$203 Buy
+10
New +$217 ﹤0.01% 640
2023
Q1 		– Sell
-310
Closed -$7.77K – 376
2022
Q4 		$7.77K Hold
310
– – ﹤0.01% 326
2022
Q3 		$7K Buy
+310
New +$8.19K ﹤0.01% 324

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

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

Activest Wealth Management opened a new position in Healthpeak Properties (DOC) in Q2 2026: 10 shares worth $214. The stake represents ﹤0.01% of the portfolio and ranks #1158 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in DOC as recently as Q3 2025.

Activest Wealth Management first reported a position in DOC in Q3 2022 and has held it in 5 quarters since. The position peaked at $7.77K in Q4 2022. 761 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Activest Wealth Management held 10 shares of Healthpeak Properties worth $214 as of Q2 2026.
  • Healthpeak Properties was a new Activest Wealth Management position in Q2 2026.
  • Healthpeak Properties made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1158 holding.
  • Activest Wealth Management first reported a position in Healthpeak Properties in Q3 2022 and has held it in 5 quarters since.
  • Activest Wealth Management's Healthpeak Properties position peaked at $7.77K in Q4 2022.
  • 761 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.