Iron Horse Wealth Management’s Healthpeak Properties DOC Stock Holding History

Iron Horse Wealth Management’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
2025 Q2	$17.5K	Hold	1,000	–	–	0.01%	228
2025 Q1	$20.2K	Hold	1,000	–	–	0.01%	198
2024 Q4	$20.3K	Hold	1,000	–	–	0.01%	182
2024 Q3	$22.9K	Hold	1,000	–	–	0.01%	165
2024 Q2	$19.6K	Hold	1,000	–	–	0.01%	164
2024 Q1	$18.8K	Hold	1,000	–	–	0.01%	137
2023 Q4	$19.8K	Hold	1,000	–	–	0.01%	122
2023 Q3	$18.4K	Hold	1,000	–	–	0.01%	119
2023 Q2	$20.1K	Hold	1,000	–	–	0.01%	106
2023 Q1	$22K	Hold	1,000	–	–	0.01%	101
2022 Q4	$25K	Buy	1,000 +750	+300%	+$18.2K	0.01%	92
2022 Q3	$6K	Sell	250 -1,000	-80%	-$26.4K	0.01%	96
2022 Q2	$32K	Hold	1,250	–	–	0.02%	80
2022 Q1	$43K	Hold	1,250	–	–	0.02%	76
2021 Q4	$45K	Hold	1,250	–	–	0.03%	72
2021 Q3	$42K	Sell	1,250 -700	-36%	-$24.8K	0.03%	67
2021 Q2	$65K	Sell	1,950 -100	-5%	-$3.36K	0.04%	59
2021 Q1	$65K	Sell	2,050 -500	-20%	-$15.2K	0.05%	58
2020 Q4	$77K	Buy	+2,550	New	+$74.2K	0.06%	57

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Iron Horse Wealth Management's DOC Position: Q2 2025 in Review

Iron Horse Wealth Management held its Healthpeak Properties (DOC) position steady in Q2 2025 at 1,000 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #228.

Iron Horse Wealth Management first reported a position in DOC in Q4 2020 and has held it in 19 quarters since. The position peaked at $77K in Q4 2020. 732 funds tracked by Wall St. Rank hold DOC as of Q2 2025.

Iron Horse Wealth Management held 1,000 shares of Healthpeak Properties worth $17.5K as of Q2 2025.
Iron Horse Wealth Management left its Healthpeak Properties share count unchanged in Q2 2025.
Healthpeak Properties made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #228 holding.
Iron Horse Wealth Management first reported a position in Healthpeak Properties in Q4 2020 and has held it in 19 quarters since.
Iron Horse Wealth Management's Healthpeak Properties position peaked at $77K in Q4 2020.
732 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.