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Bright Futures Wealth Management’s Healthpeak Properties DOC Stock Holding History

Bright Futures 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 		$216K Hold
10,100
– – 0.14% 183
2026
Q1 		$166K Hold
10,100
– – 0.11% 181
2025
Q4 		$162K Buy
+10,100
New +$178K 0.12% 158

Other funds holding DOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bright Futures Wealth Management's DOC Position: Q2 2026 in Review

Bright Futures Wealth Management held its Healthpeak Properties (DOC) position steady in Q2 2026 at 10,100 shares worth $216K. The position accounts for 0.14% of the portfolio, ranked #183.

Bright Futures Wealth Management first reported a position in DOC in Q4 2025 and has held it in 3 quarters since. 396 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Bright Futures Wealth Management held 10,100 shares of Healthpeak Properties worth $216K as of Q2 2026.
  • Bright Futures Wealth Management left its Healthpeak Properties share count unchanged in Q2 2026.
  • Healthpeak Properties made up 0.14% of Bright Futures Wealth Management's portfolio in Q2 2026, its #183 holding.
  • Bright Futures Wealth Management first reported a position in Healthpeak Properties in Q4 2025 and has held it in 3 quarters since.
  • 396 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.