Essential Partners’s Healthpeak Properties DOC Stock Holding History

Essential Partners’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	$20.4K	Hold	1,024	–	–	0.01%	902
2026 Q2	$21.9K	Buy	1,024 +811	+381%	+$15.1K	0.01%	868
2026 Q1	$3.5K	Buy	213 +27	+15%	+$463	﹤0.01%	1754
2025 Q4	$2.99K	Buy	+186	New	+$3.28K	﹤0.01%	1644
2025 Q3	–	Sell	-36	Closed	-$630	–	2700
2025 Q2	$630	Buy	+36	New	+$639	﹤0.01%	1639

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

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

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Essential Partners's DOC Position: Q3 2026 in Review

Essential Partners held its Healthpeak Properties (DOC) position steady in Q3 2026 at 1,024 shares worth $20.4K. The position accounts for 0.01% of the portfolio, ranked #902.

Essential Partners first reported a position in DOC in Q2 2025 and has held it in 5 quarters since. The position peaked at $21.9K in Q2 2026. 95 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

Essential Partners held 1,024 shares of Healthpeak Properties worth $20.4K as of Q3 2026.
Essential Partners left its Healthpeak Properties share count unchanged in Q3 2026.
Healthpeak Properties made up 0.01% of Essential Partners's portfolio in Q3 2026, its #902 holding.
Essential Partners first reported a position in Healthpeak Properties in Q2 2025 and has held it in 5 quarters since.
Essential Partners's Healthpeak Properties position peaked at $21.9K in Q2 2026.
95 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.