Financial Management Professionals’s Healthpeak Properties DOC Stock Holding History

Financial Management Professionals’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	$3.53K	Buy	165 +13	+9%	+$243	﹤0.01%	724
2026 Q1	$2.5K	Buy	152 +24	+19%	+$411	﹤0.01%	695
2025 Q4	$2.06K	Buy	128 +55	+75%	+$970	﹤0.01%	725
2025 Q3	$1.4K	Sell	73 -68	-48%	-$1.22K	﹤0.01%	744
2025 Q2	$2.47K	Buy	141 +117	+488%	+$2.08K	﹤0.01%	715
2025 Q1	$485	Hold	24	–	–	﹤0.01%	893
2024 Q4	$486	Hold	24	–	–	﹤0.01%	891
2024 Q3	$1K	Hold	24	–	–	﹤0.01%	811
2024 Q2	$0	Hold	24	–	–	﹤0.01%	919
2024 Q1	$0	Buy	+24	New	+$436	﹤0.01%	970
2023 Q3	–	Sell	-67	Closed	-$1K	–	911
2023 Q2	$1K	Sell	67 -9	-12%	-$187	﹤0.01%	810
2023 Q1	$2K	Buy	76 +5	+7%	+$124	﹤0.01%	792
2022 Q4	$2K	Hold	71	–	–	﹤0.01%	723
2022 Q3	$2K	Sell	71 -85	-54%	-$2.25K	﹤0.01%	725
2022 Q2	$4K	Buy	156 +85	+120%	+$2.58K	﹤0.01%	643
2022 Q1	$2K	Hold	71	–	–	﹤0.01%	761
2021 Q4	$3K	Sell	71 -2	-3%	-$69	﹤0.01%	651
2021 Q3	$2K	Hold	73	–	–	﹤0.01%	704
2021 Q2	$2K	Hold	73	–	–	﹤0.01%	664
2021 Q1	$2K	Hold	73	–	–	﹤0.01%	569
2020 Q4	$2K	Hold	73	–	–	﹤0.01%	538
2020 Q3	$2K	Hold	73	–	–	﹤0.01%	499
2020 Q2	$2K	Buy	+73	New	+$1.86K	﹤0.01%	495

Other funds holding DOC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Management Professionals's DOC Position: Q2 2026 in Review

Financial Management Professionals increased its Healthpeak Properties (DOC) stake by 8.6% in Q2 2026, buying an estimated $243 and bringing the position to 165 shares worth $3.53K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Financial Management Professionals first reported a position in DOC in Q2 2020 and has held it in 23 quarters since. The position peaked at $4K in Q2 2022. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Financial Management Professionals held 165 shares of Healthpeak Properties worth $3.53K as of Q2 2026.
Financial Management Professionals bought 13 Healthpeak Properties shares in Q2 2026, an estimated $243.
Healthpeak Properties made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #724 holding.
Financial Management Professionals first reported a position in Healthpeak Properties in Q2 2020 and has held it in 23 quarters since.
Financial Management Professionals's Healthpeak Properties position peaked at $4K in Q2 2022.
759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.