Bogart Wealth LLC’s Healthpeak Properties DOC Stock Holding History

Bogart Wealth LLC’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	$45.4K	Buy	2,121 +1,934	+1,034%	+$36.1K	﹤0.01%	566
2026 Q1	$3.07K	Buy	+187	New	+$3.21K	﹤0.01%	1179
2025 Q1	–	Sell	-27	Closed	-$547	–	1443
2024 Q4	$547	Buy	+27	New	+$585	﹤0.01%	1265
2023 Q1	–	Sell	-173	Closed	-$4.34K	–	1130
2022 Q4	$4.34K	Hold	173	–	–	﹤0.01%	693
2022 Q3	$4K	Hold	173	–	–	﹤0.01%	710
2022 Q2	$4K	Hold	173	–	–	﹤0.01%	660
2022 Q1	$6K	Buy	+173	New	+$5.83K	﹤0.01%	549
2019 Q1	–	Sell	-216	Closed	-$6K	–	351
2018 Q4	$6K	Hold	216	–	–	﹤0.01%	268
2018 Q3	$6K	Hold	216	–	–	﹤0.01%	256
2018 Q2	$5K	Hold	216	–	–	﹤0.01%	275
2018 Q1	$5K	Hold	216	–	–	﹤0.01%	278
2017 Q4	$6K	Hold	216	–	–	﹤0.01%	265
2017 Q3	$6K	Buy	+216	New	+$6.5K	﹤0.01%	261

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's DOC Position: Q2 2026 in Review

Bogart Wealth LLC increased its Healthpeak Properties (DOC) stake by 1,034% in Q2 2026, buying an estimated $36.1K and bringing the position to 2,121 shares worth $45.4K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Bogart Wealth LLC first reported a position in DOC in Q3 2017 and has held it in 13 quarters since. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Bogart Wealth LLC held 2,121 shares of Healthpeak Properties worth $45.4K as of Q2 2026.
Bogart Wealth LLC bought 1,934 Healthpeak Properties shares in Q2 2026, an estimated $36.1K.
Healthpeak Properties made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #566 holding.
Bogart Wealth LLC first reported a position in Healthpeak Properties in Q3 2017 and has held it in 13 quarters since.
764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.