AWS
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Aspen Wealth Strategies’s Healthpeak Properties DOC Stock Holding History

Aspen Wealth Strategies’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 		$347K Hold
16,214
– – 0.17% 69
2026
Q1 		$266K Sell
16,214
-491
-3% -$8.41K 0.14% 79
2025
Q4 		$269K Buy
16,705
+108
+0.7% +$1.9K 0.15% 74
2025
Q3 		$318K Buy
16,597
+1,624
+11% +$29.1K 0.18% 71
2025
Q2 		$262K Buy
14,973
+1,213
+9% +$21.5K 0.16% 72
2025
Q1 		$278K Buy
13,760
+430
+3% +$8.7K 0.18% 69
2024
Q4 		$270K Sell
13,330
-401
-3% -$8.69K 0.17% 66
2024
Q3 		$314K Sell
13,731
-492
-3% -$10.6K 0.2% 62
2024
Q2 		$301K Buy
14,223
+1,028
+8% +$19.6K 0.21% 59
2024
Q1 		$247K Buy
+13,195
New +$240K 0.17% 69

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

Aspen Wealth Strategies's DOC Position: Q2 2026 in Review

Aspen Wealth Strategies held its Healthpeak Properties (DOC) position steady in Q2 2026 at 16,214 shares worth $347K. The position accounts for 0.17% of the portfolio, ranked #69.

Aspen Wealth Strategies first reported a position in DOC in Q1 2024 and has held it in 10 quarters since. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Aspen Wealth Strategies held 16,214 shares of Healthpeak Properties worth $347K as of Q2 2026.
  • Aspen Wealth Strategies left its Healthpeak Properties share count unchanged in Q2 2026.
  • Healthpeak Properties made up 0.17% of Aspen Wealth Strategies's portfolio in Q2 2026, its #69 holding.
  • Aspen Wealth Strategies first reported a position in Healthpeak Properties in Q1 2024 and has held it in 10 quarters since.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.