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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
Q2 		– Sell
-12,312
Closed -$202K – 451
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
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

Impact Partnership Wealth's DOC Position: Q2 2026 in Review

Impact Partnership Wealth sold out of Healthpeak Properties (DOC) in Q2 2026, closing a stake of 12,312 shares — an estimated $202K sold.

Impact Partnership Wealth first reported a position in DOC in Q2 2023 and held it in 7 quarters. The position peaked at $526K in Q2 2023. 763 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Impact Partnership Wealth reported no remaining Healthpeak Properties position as of Q2 2026 after selling out during the quarter.
  • Impact Partnership Wealth sold 12,312 Healthpeak Properties shares in Q2 2026, an estimated $202K.
  • Impact Partnership Wealth first reported a position in Healthpeak Properties in Q2 2023 and held it in 7 quarters.
  • Impact Partnership Wealth's Healthpeak Properties position peaked at $526K in Q2 2023.
  • 763 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

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