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

Adams 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 		$349K Buy
16,288
+1,382
+9% +$25.8K 0.07% 128
2026
Q1 		$245K Buy
14,906
+3,116
+26% +$53.4K 0.05% 135
2025
Q4 		$190K Buy
11,790
+312
+3% +$5.5K 0.04% 174
2025
Q3 		$220K Sell
11,478
-1,291
-10% -$23.1K 0.05% 168
2025
Q2 		$224K Buy
+12,769
New +$227K 0.04% 157

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

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

Adams Wealth Management increased its Healthpeak Properties (DOC) stake by 9.3% in Q2 2026, buying an estimated $25.8K and bringing the position to 16,288 shares worth $349K. The position accounts for 0.07% of the portfolio, ranked #128.

Adams Wealth Management first reported a position in DOC in Q2 2025 and has held it in 5 quarters since. 757 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Adams Wealth Management held 16,288 shares of Healthpeak Properties worth $349K as of Q2 2026.
  • Adams Wealth Management bought 1,382 Healthpeak Properties shares in Q2 2026, an estimated $25.8K.
  • Healthpeak Properties made up 0.07% of Adams Wealth Management's portfolio in Q2 2026, its #128 holding.
  • Adams Wealth Management first reported a position in Healthpeak Properties in Q2 2025 and has held it in 5 quarters since.
  • 757 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Adams Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.