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Duncan Williams Asset Management’s Healthpeak Properties DOC Stock Holding History

Duncan Williams Asset 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 		$258K Hold
12,037
– – 0.06% 146
2026
Q1 		$198K Sell
12,037
-1,771
-13% -$30.3K 0.05% 149
2025
Q4 		$232K Sell
13,808
-97
-0.7% -$1.71K 0.06% 156
2025
Q3 		$266K Buy
13,905
+29
+0.2% +$520 0.07% 144
2025
Q2 		$243K Buy
13,876
+29
+0.2% +$515 0.08% 138
2025
Q1 		$280K Buy
13,847
+25
+0.2% +$506 0.1% 118
2024
Q4 		$280K Sell
13,822
-245
-2% -$5.31K 0.11% 112
2024
Q3 		$322K Buy
+14,067
New +$303K 0.18% 94

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

Duncan Williams Asset Management's DOC Position: Q2 2026 in Review

Duncan Williams Asset Management held its Healthpeak Properties (DOC) position steady in Q2 2026 at 12,037 shares worth $258K. The position accounts for 0.06% of the portfolio, ranked #146.

Duncan Williams Asset Management first reported a position in DOC in Q3 2024 and has held it in 8 quarters since. The position peaked at $322K in Q3 2024. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Duncan Williams Asset Management held 12,037 shares of Healthpeak Properties worth $258K as of Q2 2026.
  • Duncan Williams Asset Management left its Healthpeak Properties share count unchanged in Q2 2026.
  • Healthpeak Properties made up 0.06% of Duncan Williams Asset Management's portfolio in Q2 2026, its #146 holding.
  • Duncan Williams Asset Management first reported a position in Healthpeak Properties in Q3 2024 and has held it in 8 quarters since.
  • Duncan Williams Asset Management's Healthpeak Properties position peaked at $322K in Q3 2024.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.