COMPASS FINANCIAL MANAGEMENT LLC’s Healthpeak Properties DOC Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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 Q2	$91.7K	Buy	+4,281	New	+$79.9K	0.01%	571

Other funds holding DOC

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's DOC Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Healthpeak Properties (DOC) in Q2 2026: 4,281 shares worth $91.7K. The stake represents 0.01% of the portfolio and ranks #571 among its holdings.

569 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 4,281 shares of Healthpeak Properties worth $91.7K as of Q2 2026.
Healthpeak Properties was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Healthpeak Properties made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #571 holding.
569 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.