Alpha Omega Wealth Management’s Healthpeak Properties DOC Stock Holding History

Alpha Omega 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	$5.54M	Buy	259,079 +146	+0.1%	+$2.72K	0.84%	35
2026 Q1	$4.25M	Buy	258,933 +80,074	+45%	+$1.37M	0.69%	52
2025 Q4	$2.88M	Sell	178,859 -13,634	-7%	-$240K	0.48%	64
2025 Q3	$3.69M	Buy	+192,493	New	+$3.45M	0.61%	51
2019 Q3	–	Sell	-3,150	Closed	-$101K	–	307
2019 Q2	$101K	Hold	3,150	–	–	0.04%	199
2019 Q1	$99K	Sell	3,150 -400	-11%	-$12.2K	0.04%	193
2018 Q4	$99K	Hold	3,550	–	–	0.05%	178
2018 Q3	$93K	Hold	3,550	–	–	0.04%	184
2018 Q2	$92K	Hold	3,550	–	–	0.05%	186
2018 Q1	$82K	Sell	3,550 -3,750	-51%	-$87.1K	0.04%	180
2017 Q4	$190K	Hold	7,300	–	–	0.09%	125
2017 Q3	$203K	Sell	7,300 -450	-6%	-$13.5K	0.1%	125
2017 Q2	$248K	Hold	7,750	–	–	0.13%	109
2017 Q1	$242K	Sell	7,750 -650	-8%	-$20K	0.13%	111
2016 Q4	$250K	Buy	+8,400	New	+$256K	0.13%	106

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

Alpha Omega Wealth Management's DOC Position: Q2 2026 in Review

Alpha Omega Wealth Management increased its Healthpeak Properties (DOC) stake by 0.06% in Q2 2026, buying an estimated $2.72K and bringing the position to 259,079 shares worth $5.54M. The position accounts for 0.84% of the portfolio, ranked #35.

Alpha Omega Wealth Management first reported a position in DOC in Q4 2016 and has held it in 15 quarters since. 757 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Alpha Omega Wealth Management held 259,079 shares of Healthpeak Properties worth $5.54M as of Q2 2026.
Alpha Omega Wealth Management bought 146 Healthpeak Properties shares in Q2 2026, an estimated $2.72K.
Healthpeak Properties made up 0.84% of Alpha Omega Wealth Management's portfolio in Q2 2026, its #35 holding.
Alpha Omega Wealth Management first reported a position in Healthpeak Properties in Q4 2016 and has held it in 15 quarters since.
757 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Alpha Omega Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.