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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Aspen Wealth Strategies's DOC Position: Q1 2026 in Review

Aspen Wealth Strategies reduced its Healthpeak Properties (DOC) stake by 2.9% in Q1 2026, selling an estimated $8.41K and leaving 16,214 shares worth $266K. The position accounts for 0.14% of the portfolio, ranked #79.

Aspen Wealth Strategies first reported a position in DOC in Q1 2024 and has held it in 9 quarters since. The position peaked at $318K in Q3 2025. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

Aspen Wealth Strategies held 16,214 shares of Healthpeak Properties worth $266K as of Q1 2026.
Aspen Wealth Strategies sold 491 Healthpeak Properties shares in Q1 2026, an estimated $8.41K.
Healthpeak Properties made up 0.14% of Aspen Wealth Strategies's portfolio in Q1 2026, its #79 holding.
Aspen Wealth Strategies first reported a position in Healthpeak Properties in Q1 2024 and has held it in 9 quarters since.
Aspen Wealth Strategies's Healthpeak Properties position peaked at $318K in Q3 2025.
756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.