HNW
DOC icon

High Note Wealth’s Healthpeak Properties DOC Stock Holding History

High Note 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 		$1.91K Sell
89
-3
-3% -$56 ﹤0.01% 829
2026
Q1 		$1.51K Sell
92
-117
-56% -$2K ﹤0.01% 858
2025
Q4 		$3.36K Buy
209
+117
+127% +$2.06K ﹤0.01% 644
2025
Q3 		$1.76K Hold
92
– – ﹤0.01% 711
2025
Q2 		$1.61K Sell
92
-132
-59% -$2.34K ﹤0.01% 711
2025
Q1 		$4.53K Buy
224
+17
+8% +$344 ﹤0.01% 456
2024
Q4 		$4.2K Buy
+207
New +$4.49K ﹤0.01% 525

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

High Note Wealth's DOC Position: Q2 2026 in Review

High Note Wealth reduced its Healthpeak Properties (DOC) stake by 3.3% in Q2 2026, selling an estimated $56 and leaving 89 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

High Note Wealth first reported a position in DOC in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.53K in Q1 2025. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • High Note Wealth held 89 shares of Healthpeak Properties worth $1.91K as of Q2 2026.
  • High Note Wealth sold 3 Healthpeak Properties shares in Q2 2026, an estimated $56.
  • Healthpeak Properties made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #829 holding.
  • High Note Wealth first reported a position in Healthpeak Properties in Q4 2024 and has held it in 7 quarters since.
  • High Note Wealth's Healthpeak Properties position peaked at $4.53K in Q1 2025.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.