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Cypress Wealth Services’s Healthpeak Properties DOC Stock Holding History

Cypress Wealth 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 		$470K Sell
21,971
-241
-1% -$4.5K 0.06% 249
2026
Q1 		$365K Buy
22,212
+5,598
+34% +$95.9K 0.05% 271
2025
Q4 		$267K Sell
16,614
-6,053
-27% -$107K 0.04% 325
2025
Q3 		$434K Buy
+22,667
New +$406K 0.07% 196

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 $3.37T AUM 44.26% 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

Cypress Wealth Services's DOC Position: Q2 2026 in Review

Cypress Wealth Services reduced its Healthpeak Properties (DOC) stake by 1.1% in Q2 2026, selling an estimated $4.5K and leaving 21,971 shares worth $470K. The position accounts for 0.06% of the portfolio, ranked #249.

Cypress Wealth Services first reported a position in DOC in Q3 2025 and has held it in 4 quarters since. 757 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Cypress Wealth Services held 21,971 shares of Healthpeak Properties worth $470K as of Q2 2026.
  • Cypress Wealth Services sold 241 Healthpeak Properties shares in Q2 2026, an estimated $4.5K.
  • Healthpeak Properties made up 0.06% of Cypress Wealth Services's portfolio in Q2 2026, its #249 holding.
  • Cypress Wealth Services first reported a position in Healthpeak Properties in Q3 2025 and has held it in 4 quarters since.
  • 757 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.