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Allied Private Wealth’s Healthpeak Properties DOC Stock Holding History

Allied Private Wealth’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 		$979 Buy
+44
New +$821 ﹤0.01% 811

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

Allied Private Wealth's DOC Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Healthpeak Properties (DOC) in Q2 2026: 44 shares worth $979. The stake represents ﹤0.01% of the portfolio and ranks #811 among its holdings.

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

  • Allied Private Wealth held 44 shares of Healthpeak Properties worth $979 as of Q2 2026.
  • Healthpeak Properties was a new Allied Private Wealth position in Q2 2026.
  • Healthpeak Properties made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #811 holding.
  • 757 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.