DI
DOC icon

DAGCO Inc’s Healthpeak Properties DOC Stock Holding History

DAGCO Inc’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 		– Sell
-1,500
Closed -$24.6K – 176
2026
Q1 		$24.6K Hold
1,500
– – 0.01% 230
2025
Q4 		$24.1K Hold
1,500
– – 0.01% 242
2025
Q3 		$28.7K Hold
1,500
– – 0.01% 219
2025
Q2 		$26.3K Hold
1,500
– – 0.01% 217
2025
Q1 		$30.3K Buy
+1,500
New +$30.3K 0.01% 180
2024
Q4 		– Sell
-1,500
Closed -$34.3K – 112
2024
Q3 		$34.3K Hold
1,500
– – 0.01% 145
2024
Q2 		$29.4K Hold
1,500
– – 0.01% 146
2024
Q1 		$28.1K Buy
1,500
+559
+59% +$10.2K 0.01% 143
2023
Q4 		$18.6K Buy
+941
New +$16.6K 0.02% 173

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

DAGCO Inc's DOC Position: Q2 2026 in Review

DAGCO Inc sold out of Healthpeak Properties (DOC) in Q2 2026, closing a stake of 1,500 shares — an estimated $24.6K sold.

DAGCO Inc first reported a position in DOC in Q4 2023 and held it in 9 quarters. The position peaked at $34.3K in Q3 2024. 757 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • DAGCO Inc reported no remaining Healthpeak Properties position as of Q2 2026 after selling out during the quarter.
  • DAGCO Inc sold 1,500 Healthpeak Properties shares in Q2 2026, an estimated $24.6K.
  • DAGCO Inc first reported a position in Healthpeak Properties in Q4 2023 and held it in 9 quarters.
  • DAGCO Inc's Healthpeak Properties position peaked at $34.3K in Q3 2024.
  • 757 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.