Dynamic Wealth Strategies’s Healthpeak Properties DOC Stock Holding History

Dynamic Wealth Strategies’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 Q3	$28K	Buy	1,400 +800	+133%	+$17K	0.01%	185
2026 Q2	$12.8K	Buy	600 +77	+15%	+$1.44K	0.01%	222
2026 Q1	$8.59K	Hold	523	–	–	0.01%	234
2025 Q4	$8.41K	Sell	523 -419	-44%	-$7.39K	0.01%	222
2025 Q3	$18K	Hold	942	–	–	0.01%	175
2025 Q2	$16.5K	Sell	942 -863	-48%	-$15.3K	0.01%	172
2025 Q1	$36.5K	Buy	+1,805	New	+$36.5K	0.03%	144
2024 Q4	–	Sell	-1,708	Closed	-$39K	–	114
2024 Q3	$39K	Buy	1,708 +942	+123%	+$20.3K	0.03%	138
2024 Q2	$15K	Hold	766	–	–	0.01%	175
2024 Q1	$14K	Sell	766 -175	-19%	-$3.18K	0.01%	186
2023 Q4	$18.6K	Buy	+941	New	+$16.6K	0.02%	173

Other funds holding DOC

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

Dynamic Wealth Strategies's DOC Position: Q3 2026 in Review

Dynamic Wealth Strategies increased its Healthpeak Properties (DOC) stake by 133% in Q3 2026, buying an estimated $17K and bringing the position to 1,400 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #185.

Dynamic Wealth Strategies first reported a position in DOC in Q4 2023 and has held it in 11 quarters since. The position peaked at $39K in Q3 2024. 108 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

Dynamic Wealth Strategies held 1,400 shares of Healthpeak Properties worth $28K as of Q3 2026.
Dynamic Wealth Strategies bought 800 Healthpeak Properties shares in Q3 2026, an estimated $17K.
Healthpeak Properties made up 0.01% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #185 holding.
Dynamic Wealth Strategies first reported a position in Healthpeak Properties in Q4 2023 and has held it in 11 quarters since.
Dynamic Wealth Strategies's Healthpeak Properties position peaked at $39K in Q3 2024.
108 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.