Creative Planning’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.4M | Buy |
531,278
+122,973
| +30% | +$2.29M | 0.01% | 794 |
|
|
2026
Q1 | $6.71M | Buy |
408,305
+263,710
| +182% | +$4.52M | ﹤0.01% | 972 |
|
|
2025
Q4 | $2.33M | Sell |
144,595
-58,779
| -29% | -$1.04M | ﹤0.01% | 1604 |
|
|
2025
Q3 | $3.89M | Buy |
203,374
+46,252
| +29% | +$829K | ﹤0.01% | 1028 |
|
|
2025
Q2 | $2.75M | Sell |
157,122
-24,615
| -14% | -$437K | ﹤0.01% | 1091 |
|
|
2025
Q1 | $3.67M | Sell |
181,737
-2,045
| -1% | -$41.4K | ﹤0.01% | 831 |
|
|
2024
Q4 | $3.73M | Sell |
183,782
-8,155
| -4% | -$177K | ﹤0.01% | 794 |
|
|
2024
Q3 | $4.39M | Buy |
191,937
+27,089
| +16% | +$584K | ﹤0.01% | 685 |
|
|
2024
Q2 | $3.23M | Buy |
164,848
+34,062
| +26% | +$651K | ﹤0.01% | 792 |
|
|
2024
Q1 | $2.45M | Buy |
130,786
+35,230
| +37% | +$640K | ﹤0.01% | 884 |
|
|
2023
Q4 | $1.89M | Buy |
95,556
+32,904
| +53% | +$579K | ﹤0.01% | 941 |
|
|
2023
Q3 | $1.15M | Buy |
62,652
+3,602
| +6% | +$74K | ﹤0.01% | 1103 |
|
|
2023
Q2 | $1.19M | Buy |
59,050
+16,074
| +37% | +$334K | ﹤0.01% | 1052 |
|
|
2023
Q1 | $944K | Sell |
42,976
-4,044
| -9% | -$100K | ﹤0.01% | 1111 |
|
|
2022
Q4 | $1.18M | Sell |
47,020
-1,795
| -4% | -$43.6K | ﹤0.01% | 960 |
|
|
2022
Q3 | $1.12M | Buy |
48,815
+1,614
| +3% | +$42.6K | ﹤0.01% | 921 |
|
|
2022
Q2 | $1.22M | Sell |
47,201
-28
| -0.1% | -$848 | ﹤0.01% | 886 |
|
|
2022
Q1 | $1.62M | Sell |
47,229
-3,231
| -6% | -$109K | ﹤0.01% | 789 |
|
|
2021
Q4 | $1.82M | Buy |
50,460
+1,383
| +3% | +$47.7K | ﹤0.01% | 715 |
|
|
2021
Q3 | $1.64M | Buy |
49,077
+3,990
| +9% | +$141K | ﹤0.01% | 743 |
|
|
2021
Q2 | $1.5M | Buy |
45,087
+4,727
| +12% | +$159K | ﹤0.01% | 781 |
|
|
2021
Q1 | $1.28M | Sell |
40,360
-2,419
| -6% | -$73.5K | ﹤0.01% | 911 |
|
|
2020
Q4 | $1.29M | Sell |
42,779
-2,361
| -5% | -$68.7K | ﹤0.01% | 841 |
|
|
2020
Q3 | $1.23M | Sell |
45,140
-760
| -2% | -$20.8K | ﹤0.01% | 727 |
|
|
2020
Q2 | $1.26M | Buy |
45,900
+2,211
| +5% | +$56.4K | ﹤0.01% | 654 |
|
|
2020
Q1 | $1.04M | Sell |
43,689
-1,926
| -4% | -$62.8K | ﹤0.01% | 629 |
|
|
2019
Q4 | $1.57M | Buy |
45,615
+486
| +1% | +$17K | ﹤0.01% | 602 |
|
|
2019
Q3 | $1.61M | Sell |
45,129
-2,705
| -6% | -$91.3K | 0.01% | 564 |
|
|
2019
Q2 | $1.53M | Sell |
47,834
-236
| -0.5% | -$7.34K | 0.01% | 584 |
|
|
2019
Q1 | $1.5M | Sell |
48,070
-1,331
| -3% | -$40.5K | 0.01% | 569 |
|
|
2018
Q4 | $1.38M | Buy |
49,401
+2,253
| +5% | +$62.4K | 0.01% | 536 |
|
|
2018
Q3 | $1.24M | Buy |
47,148
+350
| +0.7% | +$9.2K | ﹤0.01% | 668 |
|
|
2018
Q2 | $1.21M | Sell |
46,798
-31,799
| -40% | -$750K | ﹤0.01% | 650 |
|
|
2018
Q1 | $1.83M | Sell |
78,597
-2,497
| -3% | -$58K | 0.01% | 490 |
|
|
2017
Q4 | $2.12M | Buy |
81,094
+20,985
| +35% | +$556K | 0.01% | 442 |
|
|
2017
Q3 | $1.67M | Sell |
60,109
-27,860
| -32% | -$838K | 0.01% | 521 |
|
|
2017
Q2 | $2.81M | Buy |
87,969
+14,645
| +20% | +$464K | 0.01% | 343 |
|
|
2017
Q1 | $2.29M | Sell |
73,324
-7,395
| -9% | -$227K | 0.01% | 380 |
|
|
2016
Q4 | $2.4M | Sell |
80,719
-23,984
| -23% | -$731K | 0.01% | 359 |
|
|
2016
Q3 | $3.62M | Buy |
104,703
+72,915
| +229% | +$2.55M | 0.02% | 245 |
|
|
2016
Q2 | $1.02M | Buy |
31,788
+4,416
| +16% | +$137K | 0.01% | 514 |
|
|
2016
Q1 | $812K | Sell |
27,372
-629
| -2% | -$18.9K | 0.01% | 564 |
|
|
2015
Q4 | $975K | Buy |
28,001
+5,443
| +24% | +$182K | 0.01% | 515 |
|
|
2015
Q3 | $765K | Sell |
22,558
-6,385
| -22% | -$221K | 0.01% | 568 |
|
|
2015
Q2 | $961K | Buy |
28,943
+3,505
| +14% | +$128K | 0.01% | 483 |
|
|
2015
Q1 | $1M | Buy |
25,438
+8,134
| +47% | +$327K | 0.01% | 461 |
|
|
2014
Q4 | $694K | Buy |
17,304
+2,097
| +14% | +$83.2K | 0.01% | 573 |
|
|
2014
Q3 | $550K | Buy |
15,207
+1,178
| +8% | +$44.7K | 0.01% | 618 |
|
|
2014
Q2 | $529K | Sell |
14,029
-504
| -3% | -$19K | 0.01% | 629 |
|
|
2014
Q1 | $513K | Sell |
14,533
-265
| -2% | -$9.15K | 0.01% | 605 |
|
|
2013
Q4 | $489K | Buy |
14,798
+7,243
| +96% | +$258K | 0.01% | 524 |
|
|
2013
Q3 | $282K | Buy |
7,555
+3,704
| +96% | +$144K | 0.01% | 627 |
|
|
2013
Q2 | $159K | Buy |
+3,851
| New | +$176K | ﹤0.01% | 754 |
|
Other funds holding DOC
Creative Planning's DOC Position: Q2 2026 in Review
Creative Planning increased its Healthpeak Properties (DOC) stake by 30% in Q2 2026, buying an estimated $2.29M and bringing the position to 531,278 shares worth $11.4M. The position accounts for 0.01% of the portfolio, ranked #794.
Creative Planning first reported a position in DOC in Q2 2013 and has held it in 53 quarters since. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.
- Creative Planning held 531,278 shares of Healthpeak Properties worth $11.4M as of Q2 2026.
- Creative Planning bought 122,973 Healthpeak Properties shares in Q2 2026, an estimated $2.29M.
- Healthpeak Properties made up 0.01% of Creative Planning's portfolio in Q2 2026, its #794 holding.
- Creative Planning first reported a position in Healthpeak Properties in Q2 2013 and has held it in 53 quarters since.
- 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.