Aspen Wealth Strategies
DOC icon

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
Q3 		$356K Buy
17,840
+1,626
+10% +$34.5K 0.17% 67
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Aspen Wealth Strategies's DOC Position: Q3 2026 in Review

Aspen Wealth Strategies increased its Healthpeak Properties (DOC) stake by 10% in Q3 2026, buying an estimated $34.5K and bringing the position to 17,840 shares worth $356K. The position accounts for 0.17% of the portfolio, ranked #67.

Aspen Wealth Strategies first reported a position in DOC in Q1 2024 and has held it in 11 quarters since. 647 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

  • Aspen Wealth Strategies held 17,840 shares of Healthpeak Properties worth $356K as of Q3 2026.
  • Aspen Wealth Strategies bought 1,626 Healthpeak Properties shares in Q3 2026, an estimated $34.5K.
  • Healthpeak Properties made up 0.17% of Aspen Wealth Strategies's portfolio in Q3 2026, its #67 holding.
  • Aspen Wealth Strategies first reported a position in Healthpeak Properties in Q1 2024 and has held it in 11 quarters since.
  • 647 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on Aspen Wealth Strategies's 13F filing for Q3 2026, filed 12 Nov 2026.