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Comprehensive Money Management Services’s Healthpeak Properties DOC Stock Holding History

Comprehensive Money Management Services’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 		$285K Hold
13,311
– – 0.18% 163
2026
Q1 		$219K Buy
13,311
+1,800
+16% +$30.8K 0.14% 179
2025
Q4 		$185K Sell
11,511
-3,890
-25% -$68.6K 0.13% 185
2025
Q3 		$295K Sell
15,401
-190
-1% -$3.41K 0.21% 150
2025
Q2 		$273K Sell
15,591
-221
-1% -$3.92K 0.21% 144
2025
Q1 		$320K Buy
15,812
+350
+2% +$7.08K 0.26% 128
2024
Q4 		$313K Buy
+15,462
New +$335K 0.26% 126

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 $3.38T AUM 44.17% 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

Comprehensive Money Management Services's DOC Position: Q2 2026 in Review

Comprehensive Money Management Services held its Healthpeak Properties (DOC) position steady in Q2 2026 at 13,311 shares worth $285K. The position accounts for 0.18% of the portfolio, ranked #163.

Comprehensive Money Management Services first reported a position in DOC in Q4 2024 and has held it in 7 quarters since. The position peaked at $320K in Q1 2025. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Comprehensive Money Management Services held 13,311 shares of Healthpeak Properties worth $285K as of Q2 2026.
  • Comprehensive Money Management Services left its Healthpeak Properties share count unchanged in Q2 2026.
  • Healthpeak Properties made up 0.18% of Comprehensive Money Management Services's portfolio in Q2 2026, its #163 holding.
  • Comprehensive Money Management Services first reported a position in Healthpeak Properties in Q4 2024 and has held it in 7 quarters since.
  • Comprehensive Money Management Services's Healthpeak Properties position peaked at $320K in Q1 2025.
  • 764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.