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

Cassaday & 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 		$2.98K Hold
139
– – ﹤0.01% 1002
2026
Q1 		$2.28K Buy
+139
New +$2.38K ﹤0.01% 1053

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
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

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

Cassaday & Co Wealth Management held its Healthpeak Properties (DOC) position steady in Q2 2026 at 139 shares worth $2.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

Cassaday & Co Wealth Management first reported a position in DOC in Q1 2026 and has held it in 2 quarters since. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Cassaday & Co Wealth Management held 139 shares of Healthpeak Properties worth $2.98K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Healthpeak Properties share count unchanged in Q2 2026.
  • Healthpeak Properties made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1002 holding.
  • Cassaday & Co Wealth Management first reported a position in Healthpeak Properties in Q1 2026 and has held it in 2 quarters since.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.