Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Healthpeak Properties DOC Stock Holding History

Carson Wealth (CWM 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
Q1 		$730K Buy
44,410
+6,725
+18% +$115K ﹤0.01% 1759
2025
Q4 		$606K Buy
37,685
+5,748
+18% +$101K ﹤0.01% 1799
2025
Q3 		$612K Buy
31,937
+1,115
+4% +$20K ﹤0.01% 1685
2025
Q2 		$540K Sell
30,822
-16,062
-34% -$285K ﹤0.01% 1555
2025
Q1 		$948K Sell
46,884
-649
-1% -$13.1K ﹤0.01% 1155
2024
Q4 		$964K Sell
47,533
-9,233
-16% -$200K ﹤0.01% 1103
2024
Q3 		$1.3M Buy
56,766
+6,581
+13% +$142K 0.01% 887
2024
Q2 		$984K Buy
50,185
+10,305
+26% +$197K ﹤0.01% 895
2024
Q1 		$748K Buy
39,880
+9,449
+31% +$172K ﹤0.01% 976
2023
Q4 		$603K Buy
30,431
+15,430
+103% +$271K ﹤0.01% 994
2023
Q3 		$275K Buy
15,001
+3,157
+27% +$64.8K ﹤0.01% 1184
2023
Q2 		$238K Sell
11,844
-1,899
-14% -$39.4K ﹤0.01% 1190
2023
Q1 		$302K Buy
13,743
+5,262
+62% +$130K ﹤0.01% 1057
2022
Q4 		$213K Sell
8,481
-6,294
-43% -$153K ﹤0.01% 1083
2022
Q3 		$339K Buy
14,775
+1,952
+15% +$51.6K ﹤0.01% 864
2022
Q2 		$332K Buy
12,823
+6,132
+92% +$186K ﹤0.01% 859
2022
Q1 		$230K Buy
6,691
+1,407
+27% +$47.4K ﹤0.01% 985
2021
Q4 		$191K Buy
+5,284
New +$182K ﹤0.01% 1042
2021
Q2 		$157K Hold
4,708
– – ﹤0.01% 981
2021
Q1 		$157K Hold
4,708
– – ﹤0.01% 981
2020
Q4 		$157K Hold
4,708
– – ﹤0.01% 981
2020
Q3 		$157K Hold
4,708
– – ﹤0.01% 981
2020
Q2 		$157K Hold
4,708
– – ﹤0.01% 981
2020
Q1 		$157K Hold
4,708
– – ﹤0.01% 981
2019
Q4 		$157K Hold
4,708
– – ﹤0.01% 981
2019
Q3 		$157K Hold
4,708
– – ﹤0.01% 981
2019
Q2 		$157K Hold
4,708
– – ﹤0.01% 981
2019
Q1 		$157K Buy
4,708
+644
+16% +$19.6K ﹤0.01% 981
2018
Q4 		$114K Buy
4,064
+341
+9% +$9.44K ﹤0.01% 699
2018
Q3 		$98K Sell
3,723
-477
-11% -$12.5K ﹤0.01% 625
2018
Q2 		$108K Sell
4,200
-800
-16% -$18.9K ﹤0.01% 508
2018
Q1 		$116K Sell
5,000
-907
-15% -$21.1K ﹤0.01% 429
2017
Q4 		$154K Sell
5,907
-998
-14% -$26.5K 0.01% 374
2017
Q3 		$192K Buy
6,905
+534
+8% +$16.1K 0.01% 330
2017
Q2 		$204K Sell
6,371
-129
-2% -$4.09K 0.01% 305
2017
Q1 		$203K Sell
6,500
-335
-5% -$10.3K 0.01% 291
2016
Q4 		$203K Sell
6,835
-577
-8% -$17.6K 0.01% 270
2016
Q3 		$256K Buy
+7,412
New +$259K 0.02% 240

Other funds holding DOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DOC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Healthpeak Properties (DOC) stake by 18% in Q1 2026, buying an estimated $115K and bringing the position to 44,410 shares worth $730K. The position accounts for ﹤0.01% of the portfolio, ranked #1759.

Carson Wealth (CWM LLC) first reported a position in DOC in Q3 2016 and has held it in 38 quarters since. The position peaked at $1.3M in Q3 2024. 758 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 44,410 shares of Healthpeak Properties worth $730K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,725 Healthpeak Properties shares in Q1 2026, an estimated $115K.
  • Healthpeak Properties made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1759 holding.
  • Carson Wealth (CWM LLC) first reported a position in Healthpeak Properties in Q3 2016 and has held it in 38 quarters since.
  • Carson Wealth (CWM LLC)'s Healthpeak Properties position peaked at $1.3M in Q3 2024.
  • 758 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.