Center for Financial Planning’s Healthpeak Properties DOC Stock Holding History

Center for Financial Planning’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	$7.77K	Hold	363	–	–	﹤0.01%	523
2026 Q1	$5.96K	Hold	363	–	–	﹤0.01%	531
2025 Q4	$5.84K	Hold	363	–	–	﹤0.01%	541
2025 Q3	$6.95K	Hold	363	–	–	﹤0.01%	518
2025 Q2	$6.36K	Hold	363	–	–	﹤0.01%	501
2025 Q1	$7.34K	Hold	363	–	–	﹤0.01%	500
2024 Q4	$7.36K	Hold	363	–	–	﹤0.01%	453
2024 Q3	$8.3K	Hold	363	–	–	﹤0.01%	418
2024 Q2	$7.12K	Hold	363	–	–	﹤0.01%	425
2024 Q1	$6.81K	Buy	+363	New	+$6.6K	﹤0.01%	446

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

Center for Financial Planning's DOC Position: Q2 2026 in Review

Center for Financial Planning held its Healthpeak Properties (DOC) position steady in Q2 2026 at 363 shares worth $7.77K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Center for Financial Planning first reported a position in DOC in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.3K in Q3 2024. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Center for Financial Planning held 363 shares of Healthpeak Properties worth $7.77K as of Q2 2026.
Center for Financial Planning left its Healthpeak Properties share count unchanged in Q2 2026.
Healthpeak Properties made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #523 holding.
Center for Financial Planning first reported a position in Healthpeak Properties in Q1 2024 and has held it in 10 quarters since.
Center for Financial Planning's Healthpeak Properties position peaked at $8.3K in Q3 2024.
759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.