Concord Wealth Partners’s Healthpeak Properties DOC Stock Holding History

Concord Wealth Partners’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	$12.3K	Buy	+575	New	+$10.7K	﹤0.01%	546
2026 Q1	–	Sell	-586	Closed	-$9.42K	–	342
2025 Q4	$9.42K	Buy	586 +9	+2%	+$159	﹤0.01%	548
2025 Q3	$11.1K	Buy	+577	New	+$10.3K	﹤0.01%	524
2024 Q2	–	Sell	-230	Closed	-$4.31K	–	863
2024 Q1	$4.31K	Buy	+230	New	+$4.18K	﹤0.01%	672
2023 Q4	–	Sell	-230	Closed	-$4.22K	–	867
2023 Q3	$4.22K	Buy	+230	New	+$4.72K	﹤0.01%	749
2022 Q3	–	Sell	-300	Closed	-$8K	–	399
2022 Q2	$8K	Hold	300	–	–	﹤0.01%	724
2022 Q1	$10K	Buy	+300	New	+$10.1K	﹤0.01%	775
2021 Q2	–	Sell	-21	Closed	-$1K	–	1060
2021 Q1	$1K	Buy	+21	New	+$638	﹤0.01%	898

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

Concord Wealth Partners's DOC Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Healthpeak Properties (DOC) in Q2 2026: 575 shares worth $12.3K. The stake represents ﹤0.01% of the portfolio and ranks #546 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in DOC as recently as Q4 2025.

Concord Wealth Partners first reported a position in DOC in Q1 2021 and has held it in 8 quarters since. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Concord Wealth Partners held 575 shares of Healthpeak Properties worth $12.3K as of Q2 2026.
Healthpeak Properties was a new Concord Wealth Partners position in Q2 2026.
Healthpeak Properties made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #546 holding.
Concord Wealth Partners first reported a position in Healthpeak Properties in Q1 2021 and has held it in 8 quarters since.
759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.