FFO
DOC icon

Fortitude Family Office’s Healthpeak Properties DOC Stock Holding History

Fortitude Family Office’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 		$3.27K Hold
153
– – ﹤0.01% 1273
2026
Q1 		$2.51K Buy
153
+26
+20% +$446 ﹤0.01% 1208
2025
Q4 		$2.04K Sell
127
-61
-32% -$1.07K ﹤0.01% 1168
2025
Q3 		$3.6K Sell
188
-29
-13% -$520 ﹤0.01% 945
2025
Q2 		$3.8K Sell
217
-16
-7% -$284 ﹤0.01% 894
2025
Q1 		$4.71K Sell
233
-138
-37% -$2.79K ﹤0.01% 746
2024
Q4 		$7.52K Sell
371
-1,050
-74% -$22.8K ﹤0.01% 713
2024
Q3 		$32.5K Buy
1,421
+1,275
+873% +$27.5K 0.01% 316
2024
Q2 		$2.86K Buy
146
+14
+11% +$267 ﹤0.01% 738
2024
Q1 		$2.48K Buy
+132
New +$2.4K ﹤0.01% 782

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 $3.38T AUM 44.17% 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

Fortitude Family Office's DOC Position: Q2 2026 in Review

Fortitude Family Office held its Healthpeak Properties (DOC) position steady in Q2 2026 at 153 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Fortitude Family Office first reported a position in DOC in Q1 2024 and has held it in 10 quarters since. The position peaked at $32.5K in Q3 2024. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Fortitude Family Office held 153 shares of Healthpeak Properties worth $3.27K as of Q2 2026.
  • Fortitude Family Office left its Healthpeak Properties share count unchanged in Q2 2026.
  • Healthpeak Properties made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1273 holding.
  • Fortitude Family Office first reported a position in Healthpeak Properties in Q1 2024 and has held it in 10 quarters since.
  • Fortitude Family Office's Healthpeak Properties position peaked at $32.5K in Q3 2024.
  • 764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.