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Aegis Wealth Management (Maryland)’s Healthpeak Properties DOC Stock Holding History

Aegis Wealth Management (Maryland)’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 		$342K Buy
15,961
+3,394
+27% +$63.3K 0.16% 115
2026
Q1 		$206K Buy
12,567
+600
+5% +$10.3K 0.12% 117
2025
Q4 		$192K Sell
11,967
-732
-6% -$12.9K 0.11% 121
2025
Q3 		$243K Buy
+12,699
New +$228K 0.13% 112

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

Aegis Wealth Management (Maryland)'s DOC Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) increased its Healthpeak Properties (DOC) stake by 27% in Q2 2026, buying an estimated $63.3K and bringing the position to 15,961 shares worth $342K. The position accounts for 0.16% of the portfolio, ranked #115.

Aegis Wealth Management (Maryland) first reported a position in DOC in Q3 2025 and has held it in 4 quarters since. 752 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Aegis Wealth Management (Maryland) held 15,961 shares of Healthpeak Properties worth $342K as of Q2 2026.
  • Aegis Wealth Management (Maryland) bought 3,394 Healthpeak Properties shares in Q2 2026, an estimated $63.3K.
  • Healthpeak Properties made up 0.16% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #115 holding.
  • Aegis Wealth Management (Maryland) first reported a position in Healthpeak Properties in Q3 2025 and has held it in 4 quarters since.
  • 752 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.