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IRON Financial’s Healthpeak Properties DOC Stock Holding History

IRON Financial’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 		$303K Buy
14,139
+1,851
+15% +$34.5K 0.12% 104
2026
Q1 		$202K Buy
+12,288
New +$211K 0.09% 140

Other funds holding DOC

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FG
Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

IRON Financial's DOC Position: Q2 2026 in Review

IRON Financial increased its Healthpeak Properties (DOC) stake by 15% in Q2 2026, buying an estimated $34.5K and bringing the position to 14,139 shares worth $303K. The position accounts for 0.12% of the portfolio, ranked #104.

IRON Financial first reported a position in DOC in Q1 2026 and has held it in 2 quarters since. 276 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • IRON Financial held 14,139 shares of Healthpeak Properties worth $303K as of Q2 2026.
  • IRON Financial bought 1,851 Healthpeak Properties shares in Q2 2026, an estimated $34.5K.
  • Healthpeak Properties made up 0.12% of IRON Financial's portfolio in Q2 2026, its #104 holding.
  • IRON Financial first reported a position in Healthpeak Properties in Q1 2026 and has held it in 2 quarters since.
  • 276 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.