HWM
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HB Wealth Management’s Healthpeak Properties DOC Stock Holding History

HB Wealth 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 		$779K Sell
36,419
-1,097
-3% -$20.5K ﹤0.01% 865
2026
Q1 		$616K Buy
37,516
+10,011
+36% +$172K ﹤0.01% 873
2025
Q4 		$442K Sell
27,505
-3,583
-12% -$63.2K ﹤0.01% 957
2025
Q3 		$595K Buy
31,088
+6,986
+29% +$125K ﹤0.01% 788
2025
Q2 		$422K Sell
24,102
-1,663
-6% -$29.5K ﹤0.01% 806
2025
Q1 		$521K Buy
25,765
+9,351
+57% +$189K ﹤0.01% 751
2024
Q4 		$333K Buy
16,414
+7,546
+85% +$164K ﹤0.01% 769
2024
Q3 		$203K Buy
+8,868
New +$191K ﹤0.01% 889

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

HB Wealth Management's DOC Position: Q2 2026 in Review

HB Wealth Management reduced its Healthpeak Properties (DOC) stake by 2.9% in Q2 2026, selling an estimated $20.5K and leaving 36,419 shares worth $779K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

HB Wealth Management first reported a position in DOC in Q3 2024 and has held it in 8 quarters since. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • HB Wealth Management held 36,419 shares of Healthpeak Properties worth $779K as of Q2 2026.
  • HB Wealth Management sold 1,097 Healthpeak Properties shares in Q2 2026, an estimated $20.5K.
  • Healthpeak Properties made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #865 holding.
  • HB Wealth Management first reported a position in Healthpeak Properties in Q3 2024 and has held it in 8 quarters since.
  • 753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.