FC
DOC icon

Financial Consulate’s Healthpeak Properties DOC Stock Holding History

Financial Consulate’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
Q1 		$493 Hold
30
– – ﹤0.01% 1278
2025
Q4 		$483 Buy
30
+10
+50% +$176 ﹤0.01% 1192
2025
Q3 		$383 Buy
+20
New +$359 ﹤0.01% 1095

Other funds holding DOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Financial Consulate's DOC Position: Q1 2026 in Review

Financial Consulate held its Healthpeak Properties (DOC) position steady in Q1 2026 at 30 shares worth $493. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Financial Consulate first reported a position in DOC in Q3 2025 and has held it in 3 quarters since. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • Financial Consulate held 30 shares of Healthpeak Properties worth $493 as of Q1 2026.
  • Financial Consulate left its Healthpeak Properties share count unchanged in Q1 2026.
  • Healthpeak Properties made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #1278 holding.
  • Financial Consulate first reported a position in Healthpeak Properties in Q3 2025 and has held it in 3 quarters since.
  • 756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.