DWS
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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
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

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

Dynamic Wealth Strategies's DOC Position: Q2 2026 in Review

Dynamic Wealth Strategies increased its Healthpeak Properties (DOC) stake by 15% in Q2 2026, buying an estimated $1.44K and bringing the position to 600 shares worth $12.8K. The position accounts for 0.01% of the portfolio, ranked #222.

Dynamic Wealth Strategies first reported a position in DOC in Q4 2023 and has held it in 10 quarters since. The position peaked at $39K in Q3 2024. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Dynamic Wealth Strategies held 600 shares of Healthpeak Properties worth $12.8K as of Q2 2026.
  • Dynamic Wealth Strategies bought 77 Healthpeak Properties shares in Q2 2026, an estimated $1.44K.
  • Healthpeak Properties made up 0.01% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #222 holding.
  • Dynamic Wealth Strategies first reported a position in Healthpeak Properties in Q4 2023 and has held it in 10 quarters since.
  • Dynamic Wealth Strategies's Healthpeak Properties position peaked at $39K in Q3 2024.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.