Hughes Financial Services’s Healthpeak Properties DOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$21.1K Sell
988
-178
-15% -$3.32K ﹤0.01% 267
2026
Q1
$19.2K Buy
1,166
+4
+0.3% +$69 ﹤0.01% 244
2025
Q4
$18.7K Sell
1,162
-88
-7% -$1.55K ﹤0.01% 234
2025
Q3
$22.1K Buy
1,250
+212
+20% +$3.8K ﹤0.01% 218
2025
Q2
$17.5K Buy
1,038
+64
+7% +$1.14K ﹤0.01% 241
2025
Q1
$19.5K Buy
+974
New +$19.7K ﹤0.01% 232

Other funds holding DOC

Hughes Financial Services's DOC Position: Q2 2026 in Review

Hughes Financial Services reduced its Healthpeak Properties (DOC) stake by 15% in Q2 2026, selling an estimated $3.32K and leaving 988 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Hughes Financial Services first reported a position in DOC in Q1 2025 and has held it in 6 quarters since. The position peaked at $22.1K in Q3 2025. 163 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Hughes Financial Services held 988 shares of Healthpeak Properties worth $21.1K as of Q2 2026.
  • Hughes Financial Services sold 178 Healthpeak Properties shares in Q2 2026, an estimated $3.32K.
  • Healthpeak Properties made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #267 holding.
  • Hughes Financial Services first reported a position in Healthpeak Properties in Q1 2025 and has held it in 6 quarters since.
  • Hughes Financial Services's Healthpeak Properties position peaked at $22.1K in Q3 2025.
  • 163 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.