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GeoWealth Management’s Healthpeak Properties DOC Stock Holding History

GeoWealth Management’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 		$1.07M Buy
50,088
+13,464
+37% +$251K 0.03% 309
2026
Q1 		$602K Sell
36,624
-2,815
-7% -$48.2K 0.02% 431
2025
Q4 		$634K Buy
39,439
+1,949
+5% +$34.4K 0.02% 387
2025
Q3 		$718K Buy
37,490
+13,216
+54% +$237K 0.03% 371
2025
Q2 		$425K Sell
24,274
-4,069
-14% -$72.3K 0.02% 440
2025
Q1 		$573K Sell
28,343
-2,955
-9% -$59.8K 0.02% 392
2024
Q4 		$634K Sell
31,298
-874
-3% -$18.9K 0.02% 412
2024
Q3 		$736K Sell
32,172
-10,490
-25% -$226K 0.03% 379
2024
Q2 		$836K Buy
42,662
+11,346
+36% +$217K 0.04% 306
2024
Q1 		$587K Buy
+31,316
New +$569K 0.02% 400

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

GeoWealth Management's DOC Position: Q2 2026 in Review

GeoWealth Management increased its Healthpeak Properties (DOC) stake by 37% in Q2 2026, buying an estimated $251K and bringing the position to 50,088 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #309.

GeoWealth Management first reported a position in DOC in Q1 2024 and has held it in 10 quarters since. 763 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • GeoWealth Management held 50,088 shares of Healthpeak Properties worth $1.07M as of Q2 2026.
  • GeoWealth Management bought 13,464 Healthpeak Properties shares in Q2 2026, an estimated $251K.
  • Healthpeak Properties made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #309 holding.
  • GeoWealth Management first reported a position in Healthpeak Properties in Q1 2024 and has held it in 10 quarters since.
  • 763 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.