EPW
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Evolve Private Wealth’s Healthpeak Properties DOC Stock Holding History

Evolve Private Wealth’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 		– Sell
-10,757
Closed -$177K – 1060
2026
Q1 		$177K Buy
+10,757
New +$184K 0.01% 946

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

Evolve Private Wealth's DOC Position: Q2 2026 in Review

Evolve Private Wealth sold out of Healthpeak Properties (DOC) in Q2 2026, closing a stake of 10,757 shares — an estimated $177K sold.

Evolve Private Wealth first reported a position in DOC in Q1 2026 and held it in 1 quarter. The position peaked at $177K in Q1 2026. 757 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Evolve Private Wealth reported no remaining Healthpeak Properties position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 10,757 Healthpeak Properties shares in Q2 2026, an estimated $177K.
  • Evolve Private Wealth first reported a position in Healthpeak Properties in Q1 2026 and held it in 1 quarter.
  • Evolve Private Wealth's Healthpeak Properties position peaked at $177K in Q1 2026.
  • 757 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.