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Integrated Wealth Concepts’s Healthpeak Properties DOC Stock Holding History

Integrated Wealth Concepts’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 		$519K Buy
24,236
+4,860
+25% +$90.7K ﹤0.01% 1626
2026
Q1 		$318K Buy
19,376
+5,988
+45% +$103K ﹤0.01% 1820
2025
Q4 		$215K Buy
+13,388
New +$236K ﹤0.01% 1483
2025
Q2 		– Sell
-18,084
Closed -$366K – 1925
2025
Q1 		$366K Buy
18,084
+1,231
+7% +$24.9K ﹤0.01% 1296
2024
Q4 		$342K Buy
16,853
+1,700
+11% +$36.8K ﹤0.01% 1304
2024
Q3 		$347K Buy
15,153
+658
+5% +$14.2K ﹤0.01% 1246
2024
Q2 		$284K Buy
+14,495
New +$277K ﹤0.01% 1346
2023
Q4 		– Sell
-11,178
Closed -$205K – 1610
2023
Q3 		$205K Sell
11,178
-17
-0.2% -$349 ﹤0.01% 1403
2023
Q2 		$225K Buy
+11,195
New +$232K ﹤0.01% 1365
2022
Q3 		– Sell
-7,816
Closed -$203K – 964
2022
Q2 		$203K Buy
+7,816
New +$237K 0.01% 897

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

Integrated Wealth Concepts's DOC Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Healthpeak Properties (DOC) stake by 25% in Q2 2026, buying an estimated $90.7K and bringing the position to 24,236 shares worth $519K. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

Integrated Wealth Concepts first reported a position in DOC in Q2 2022 and has held it in 10 quarters since. 763 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Integrated Wealth Concepts held 24,236 shares of Healthpeak Properties worth $519K as of Q2 2026.
  • Integrated Wealth Concepts bought 4,860 Healthpeak Properties shares in Q2 2026, an estimated $90.7K.
  • Healthpeak Properties made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1626 holding.
  • Integrated Wealth Concepts first reported a position in Healthpeak Properties in Q2 2022 and has held it in 10 quarters since.
  • 763 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.