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 Q2	$299K	Sell	13,976 -43	-0.3%	-$802	0.01%	521
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 $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 $3.38T AUM 44.17% 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

Creative Financial Designs's DOC Position: Q2 2026 in Review

Creative Financial Designs reduced its Healthpeak Properties (DOC) stake by 0.31% in Q2 2026, selling an estimated $802 and leaving 13,976 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #521.

Creative Financial Designs first reported a position in DOC in Q2 2017 and has held it in 16 quarters since. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Creative Financial Designs held 13,976 shares of Healthpeak Properties worth $299K as of Q2 2026.
Creative Financial Designs sold 43 Healthpeak Properties shares in Q2 2026, an estimated $802.
Healthpeak Properties made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #521 holding.
Creative Financial Designs first reported a position in Healthpeak Properties in Q2 2017 and has held it in 16 quarters since.
764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.