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Gen-Wealth Partners’s Healthpeak Properties DOC Stock Holding History

Gen-Wealth Partners’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 		$12.1K Sell
566
-2,510
-82% -$46.8K ﹤0.01% 538
2026
Q1 		$50.5K Buy
3,076
+105
+4% +$1.8K 0.02% 393
2025
Q4 		$47.8K Sell
2,971
-29
-1% -$511 0.02% 391
2025
Q3 		$57.5K Sell
3,000
-30
-1% -$538 0.02% 375
2025
Q2 		$53.1K Sell
3,030
-28
-0.9% -$497 0.02% 333
2025
Q1 		$61.8K Sell
3,058
-193
-6% -$3.9K 0.03% 321
2024
Q4 		$65.9K Sell
3,251
-173
-5% -$3.75K 0.03% 339
2024
Q3 		$77.8K Sell
3,424
-32
-0.9% -$690 0.03% 323
2024
Q2 		$67.7K Buy
3,456
+1,005
+41% +$19.2K 0.03% 348
2024
Q1 		$46K Buy
+2,451
New +$44.5K 0.02% 377

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

Gen-Wealth Partners's DOC Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Healthpeak Properties (DOC) stake by 82% in Q2 2026, selling an estimated $46.8K and leaving 566 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Gen-Wealth Partners first reported a position in DOC in Q1 2024 and has held it in 10 quarters since. The position peaked at $77.8K in Q3 2024. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Gen-Wealth Partners held 566 shares of Healthpeak Properties worth $12.1K as of Q2 2026.
  • Gen-Wealth Partners sold 2,510 Healthpeak Properties shares in Q2 2026, an estimated $46.8K.
  • Healthpeak Properties made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #538 holding.
  • Gen-Wealth Partners first reported a position in Healthpeak Properties in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Healthpeak Properties position peaked at $77.8K in Q3 2024.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.