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 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	$1.35K	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Cherry Tree Wealth Management's DOC Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Healthpeak Properties (DOC) position steady in Q1 2026 at 67 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Cherry Tree Wealth Management first reported a position in DOC in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.53K in Q3 2024. 760 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

Cherry Tree Wealth Management held 67 shares of Healthpeak Properties worth $1.1K as of Q1 2026.
Cherry Tree Wealth Management left its Healthpeak Properties share count unchanged in Q1 2026.
Healthpeak Properties made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #533 holding.
Cherry Tree Wealth Management first reported a position in Healthpeak Properties in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Healthpeak Properties position peaked at $1.53K in Q3 2024.
760 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.