Bartlett & Co Wealth Management’s Healthpeak Properties DOC Stock Holding History

Bartlett & Co 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	$13.7K	Buy	639 +374	+141%	+$6.98K	﹤0.01%	941
2026 Q1	$4.32K	Buy	265 +74	+39%	+$1.27K	﹤0.01%	1036
2025 Q4	$3.07K	Buy	+191	New	+$3.37K	﹤0.01%	1086
2025 Q3	–	Sell	-6	Closed	-$105	–	1227
2025 Q2	$105	Buy	+6	New	+$107	﹤0.01%	1228
2023 Q2	–	Sell	-645	Closed	-$14.2K	–	1161
2023 Q1	$14.2K	Hold	645	–	–	﹤0.01%	770
2022 Q4	$16.2K	Hold	645	–	–	﹤0.01%	758
2022 Q3	$14.8K	Hold	645	–	–	﹤0.01%	756
2022 Q2	$16.7K	Buy	+645	New	+$19.5K	﹤0.01%	765
2020 Q3	–	Sell	-528	Closed	-$14.6K	–	848
2020 Q2	$14.6K	Hold	528	–	–	﹤0.01%	645
2020 Q1	$12.6K	Sell	528 -1,000	-65%	-$32.6K	﹤0.01%	633
2019 Q4	$52.7K	Buy	1,528 +528	+53%	+$18.5K	﹤0.01%	520
2019 Q3	$36K	Buy	+1,000	New	+$33.8K	﹤0.01%	583
2018 Q2	–	Sell	-104	Closed	-$2.42K	–	725
2018 Q1	$2.42K	Buy	+104	New	+$2.42K	﹤0.01%	685

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

Bartlett & Co Wealth Management's DOC Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Healthpeak Properties (DOC) stake by 141% in Q2 2026, buying an estimated $6.98K and bringing the position to 639 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Bartlett & Co Wealth Management first reported a position in DOC in Q1 2018 and has held it in 13 quarters since. The position peaked at $52.7K in Q4 2019. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Bartlett & Co Wealth Management held 639 shares of Healthpeak Properties worth $13.7K as of Q2 2026.
Bartlett & Co Wealth Management bought 374 Healthpeak Properties shares in Q2 2026, an estimated $6.98K.
Healthpeak Properties made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #941 holding.
Bartlett & Co Wealth Management first reported a position in Healthpeak Properties in Q1 2018 and has held it in 13 quarters since.
Bartlett & Co Wealth Management's Healthpeak Properties position peaked at $52.7K in Q4 2019.
753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.