Impact Partnership Wealth’s Healthpeak Properties DOC Stock Holding History

Impact Partnership 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 Q1	$202K	Sell	12,312 -4,236	-26%	-$72.6K	0.03%	343
2025 Q4	$266K	Sell	16,548 -1,671	-9%	-$29.5K	0.03%	292
2025 Q3	$349K	Buy	+18,219	New	+$327K	0.05%	214
2024 Q2	–	Sell	-18,261	Closed	-$342K	–	328
2024 Q1	$342K	Sell	18,261 -4,827	-21%	-$87.7K	0.14%	112
2023 Q4	$457K	Buy	23,088 +6,553	+40%	+$115K	0.17%	89
2023 Q3	$304K	Sell	16,535 -9,635	-37%	-$198K	0.09%	125
2023 Q2	$526K	Buy	+26,170	New	+$543K	0.18%	70

Other funds holding DOC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Impact Partnership Wealth's DOC Position: Q1 2026 in Review

Impact Partnership Wealth reduced its Healthpeak Properties (DOC) stake by 26% in Q1 2026, selling an estimated $72.6K and leaving 12,312 shares worth $202K. The position accounts for 0.03% of the portfolio, ranked #343.

Impact Partnership Wealth first reported a position in DOC in Q2 2023 and has held it in 7 quarters since. The position peaked at $526K in Q2 2023. 757 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

Impact Partnership Wealth held 12,312 shares of Healthpeak Properties worth $202K as of Q1 2026.
Impact Partnership Wealth sold 4,236 Healthpeak Properties shares in Q1 2026, an estimated $72.6K.
Healthpeak Properties made up 0.03% of Impact Partnership Wealth's portfolio in Q1 2026, its #343 holding.
Impact Partnership Wealth first reported a position in Healthpeak Properties in Q2 2023 and has held it in 7 quarters since.
Impact Partnership Wealth's Healthpeak Properties position peaked at $526K in Q2 2023.
757 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.