Align Financial’s Healthpeak Properties DOC Stock Holding History

Align Financial’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	$920	Hold	43	–	–	﹤0.01%	336
2026 Q1	$706	Sell	43 -648	-94%	-$11.1K	﹤0.01%	348
2025 Q4	$691	Buy	+691	New	+$12.2K	﹤0.01%	369

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

Align Financial's DOC Position: Q2 2026 in Review

Align Financial held its Healthpeak Properties (DOC) position steady in Q2 2026 at 43 shares worth $920. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Align Financial first reported a position in DOC in Q4 2025 and has held it in 3 quarters since. 755 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Align Financial held 43 shares of Healthpeak Properties worth $920 as of Q2 2026.
Align Financial left its Healthpeak Properties share count unchanged in Q2 2026.
Healthpeak Properties made up ﹤0.01% of Align Financial's portfolio in Q2 2026, its #336 holding.
Align Financial first reported a position in Healthpeak Properties in Q4 2025 and has held it in 3 quarters since.
755 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.