AFC
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Ares Financial Consulting’s Healthpeak Properties DOC Stock Holding History

Ares Financial Consulting’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 		$4.88K Hold
228
– – ﹤0.01% 714
2026
Q1 		$3.73K Hold
228
– – ﹤0.01% 741
2025
Q4 		$3.67K Buy
+228
New +$4.02K ﹤0.01% 540

Other funds holding DOC

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Ares Financial Consulting's DOC Position: Q2 2026 in Review

Ares Financial Consulting held its Healthpeak Properties (DOC) position steady in Q2 2026 at 228 shares worth $4.88K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Ares Financial Consulting first reported a position in DOC in Q4 2025 and has held it in 3 quarters since. 357 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Ares Financial Consulting held 228 shares of Healthpeak Properties worth $4.88K as of Q2 2026.
  • Ares Financial Consulting left its Healthpeak Properties share count unchanged in Q2 2026.
  • Healthpeak Properties made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #714 holding.
  • Ares Financial Consulting first reported a position in Healthpeak Properties in Q4 2025 and has held it in 3 quarters since.
  • 357 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.