Insigneo Advisory Services’s Healthpeak Properties DOC Stock Holding History

Insigneo Advisory Services’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	$490K	Buy	29,810 +4,062	+16%	+$69.6K	0.03%	384
2025 Q4	$414K	Buy	25,748 +3,123	+14%	+$55.1K	0.03%	414
2025 Q3	$433K	Buy	22,625 +299	+1%	+$5.36K	0.03%	403
2025 Q2	$391K	Buy	22,326 +1,420	+7%	+$25.2K	0.03%	393
2025 Q1	$423K	Buy	20,906 +5,451	+35%	+$110K	0.04%	341
2024 Q4	$313K	Buy	15,455 +1,339	+9%	+$29K	0.03%	408
2024 Q3	$323K	Sell	14,116 -225	-2%	-$4.85K	0.03%	429
2024 Q2	$297K	Sell	14,341 -4,944	-26%	-$94.4K	0.03%	413
2024 Q1	$362K	Buy	+19,285	New	+$350K	0.04%	338

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

Insigneo Advisory Services's DOC Position: Q1 2026 in Review

Insigneo Advisory Services increased its Healthpeak Properties (DOC) stake by 16% in Q1 2026, buying an estimated $69.6K and bringing the position to 29,810 shares worth $490K. The position accounts for 0.03% of the portfolio, ranked #384.

Insigneo Advisory Services first reported a position in DOC in Q1 2024 and has held it in 9 quarters since. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

Insigneo Advisory Services held 29,810 shares of Healthpeak Properties worth $490K as of Q1 2026.
Insigneo Advisory Services bought 4,062 Healthpeak Properties shares in Q1 2026, an estimated $69.6K.
Healthpeak Properties made up 0.03% of Insigneo Advisory Services's portfolio in Q1 2026, its #384 holding.
Insigneo Advisory Services first reported a position in Healthpeak Properties in Q1 2024 and has held it in 9 quarters since.
756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.