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Dogwood Wealth Management’s Healthpeak Properties DOC Stock Holding History

Dogwood Wealth Management’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 		$2.59K Buy
121
+55
+83% +$1.03K ﹤0.01% 624
2026
Q1 		$1.08K Buy
+66
New +$1.13K ﹤0.01% 741
2025
Q3 		– Sell
-86
Closed -$1.57K – 762
2025
Q2 		$1.57K Buy
+86
New +$1.53K ﹤0.01% 589
2024
Q3 		– Hold
0
– – – 543
2024
Q2 		– Hold
0
– – – 575
2024
Q1 		– Hold
0
– – – 578
2023
Q4 		– Hold
0
– – – 596

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

Dogwood Wealth Management's DOC Position: Q2 2026 in Review

Dogwood Wealth Management increased its Healthpeak Properties (DOC) stake by 83% in Q2 2026, buying an estimated $1.03K and bringing the position to 121 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Dogwood Wealth Management first reported a position in DOC in Q2 2025 and has held it in 3 quarters since. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Dogwood Wealth Management held 121 shares of Healthpeak Properties worth $2.59K as of Q2 2026.
  • Dogwood Wealth Management bought 55 Healthpeak Properties shares in Q2 2026, an estimated $1.03K.
  • Healthpeak Properties made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #624 holding.
  • Dogwood Wealth Management first reported a position in Healthpeak Properties in Q2 2025 and has held it in 3 quarters since.
  • 753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.