Creative Financial Designs’s Healthpeak Properties DOC Stock Holding History

Creative Financial Designs’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	$230K	Buy	14,019 +3,854	+38%	+$66K	0.01%	486
2025 Q4	$163K	Buy	10,165 +576	+6%	+$10.2K	0.01%	523
2025 Q3	$184K	Buy	9,589 +1,176	+14%	+$21.1K	0.01%	492
2025 Q2	$147K	Buy	8,413 +4,415	+110%	+$78.4K	0.01%	570
2025 Q1	$80.8K	Hold	3,998	–	–	0.01%	676
2024 Q4	$81K	Hold	3,998	–	–	0.01%	651
2024 Q3	$91.4K	Hold	3,998	–	–	0.01%	617
2024 Q2	$78.4K	Hold	3,998	–	–	0.01%	637
2024 Q1	$75K	Sell	3,998 -350	-8%	-$6.36K	0.01%	628
2023 Q4	$86.1K	Buy	4,348 +350	+9%	+$6.16K	0.01%	564
2023 Q3	$73.4K	Buy	3,998 +803	+25%	+$16.5K	0.01%	546
2023 Q2	$64.2K	Buy	3,195 +1,921	+151%	+$39.9K	0.01%	572
2023 Q1	$28K	Buy	+1,274	New	+$31.6K	﹤0.01%	726
2017 Q4	–	Sell	-57	Closed	-$2K	–	716
2017 Q3	$2K	Hold	57	–	–	﹤0.01%	621
2017 Q2	$2K	Buy	+57	New	+$1.81K	﹤0.01%	625

Other funds holding DOC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Creative Financial Designs's DOC Position: Q1 2026 in Review

Creative Financial Designs increased its Healthpeak Properties (DOC) stake by 38% in Q1 2026, buying an estimated $66K and bringing the position to 14,019 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #486.

Creative Financial Designs first reported a position in DOC in Q2 2017 and has held it in 15 quarters since. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

Creative Financial Designs held 14,019 shares of Healthpeak Properties worth $230K as of Q1 2026.
Creative Financial Designs bought 3,854 Healthpeak Properties shares in Q1 2026, an estimated $66K.
Healthpeak Properties made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #486 holding.
Creative Financial Designs first reported a position in Healthpeak Properties in Q2 2017 and has held it in 15 quarters since.
756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.