Focus Partners Wealth
DOC icon

Focus Partners Wealth’s Healthpeak Properties DOC Stock Holding History

Focus Partners 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 		$2.67M Sell
124,703
-1,029,223
-89% -$19.2M ﹤0.01% 1228
2026
Q1 		$19M Buy
1,153,926
+920,086
+393% +$15.8M 0.02% 510
2025
Q4 		$3.76M Buy
233,840
+177,287
+313% +$3.13M ﹤0.01% 1057
2025
Q3 		$1.08M Sell
56,553
-23,960
-30% -$430K ﹤0.01% 1254
2025
Q2 		$1.41M Buy
80,513
+542
+0.7% +$9.63K ﹤0.01% 1010
2025
Q1 		$1.62M Buy
79,971
+814
+1% +$16.5K ﹤0.01% 913
2024
Q4 		$1.6M Sell
79,157
-11,429
-13% -$248K ﹤0.01% 901
2024
Q3 		$2.07M Buy
90,586
+76,386
+538% +$1.65M 0.01% 763
2024
Q2 		$278K Buy
14,200
+2,131
+18% +$40.7K ﹤0.01% 1088
2024
Q1 		$226K Buy
+12,069
New +$219K ﹤0.01% 898

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

Focus Partners Wealth's DOC Position: Q2 2026 in Review

Focus Partners Wealth reduced its Healthpeak Properties (DOC) stake by 89% in Q2 2026, selling an estimated $19.2M and leaving 124,703 shares worth $2.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Focus Partners Wealth first reported a position in DOC in Q1 2024 and has held it in 10 quarters since. The position peaked at $19M in Q1 2026. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Focus Partners Wealth held 124,703 shares of Healthpeak Properties worth $2.67M as of Q2 2026.
  • Focus Partners Wealth sold 1,029,223 Healthpeak Properties shares in Q2 2026, an estimated $19.2M.
  • Healthpeak Properties made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1228 holding.
  • Focus Partners Wealth first reported a position in Healthpeak Properties in Q1 2024 and has held it in 10 quarters since.
  • Focus Partners Wealth's Healthpeak Properties position peaked at $19M in Q1 2026.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

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