Carolina Wealth Management’s Healthpeak Properties DOC Stock Holding History

Carolina 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	$430K	Buy	+20,106	New	+$375K	0.2%	70

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

Carolina Wealth Management's DOC Position: Q2 2026 in Review

Carolina Wealth Management opened a new position in Healthpeak Properties (DOC) in Q2 2026: 20,106 shares worth $430K. The stake represents 0.2% of the portfolio and ranks #70 among its holdings.

752 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Carolina Wealth Management held 20,106 shares of Healthpeak Properties worth $430K as of Q2 2026.
Healthpeak Properties was a new Carolina Wealth Management position in Q2 2026.
Healthpeak Properties made up 0.2% of Carolina Wealth Management's portfolio in Q2 2026, its #70 holding.
752 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Carolina Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.