Cherry Tree Wealth Management’s Healthpeak Properties DOC Stock Holding History

Cherry Tree 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 Q3	$1.34K	Hold	67	–	–	﹤0.01%	524
2026 Q2	$1.43K	Hold	67	–	–	﹤0.01%	533
2026 Q1	$1.1K	Hold	67	–	–	﹤0.01%	533
2025 Q4	$1.08K	Hold	67	–	–	﹤0.01%	537
2025 Q3	$1.28K	Hold	67	–	–	﹤0.01%	530
2025 Q2	$1.17K	Hold	67	–	–	﹤0.01%	548
2025 Q1	$1.36K	Hold	67	–	–	﹤0.01%	663
2024 Q4	$1.36K	Hold	67	–	–	﹤0.01%	561
2024 Q3	$1.53K	Hold	67	–	–	﹤0.01%	551
2024 Q2	$1.31K	Hold	67	–	–	﹤0.01%	537
2024 Q1	$1.26K	Hold	67	–	–	﹤0.01%	532
2023 Q4	$1.33K	Hold	67	–	–	﹤0.01%	529
2023 Q3	$1.23K	Hold	67	–	–	﹤0.01%	520
2023 Q2	$1.35K	Buy	+67	New	+$1.39K	﹤0.01%	522

Other funds holding DOC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Cherry Tree Wealth Management's DOC Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Healthpeak Properties (DOC) position steady in Q3 2026 at 67 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Cherry Tree Wealth Management first reported a position in DOC in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.53K in Q3 2024. 473 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

Cherry Tree Wealth Management held 67 shares of Healthpeak Properties worth $1.34K as of Q3 2026.
Cherry Tree Wealth Management left its Healthpeak Properties share count unchanged in Q3 2026.
Healthpeak Properties made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #524 holding.
Cherry Tree Wealth Management first reported a position in Healthpeak Properties in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's Healthpeak Properties position peaked at $1.53K in Q3 2024.
473 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.