JWM
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JPL Wealth Management’s Healthpeak Properties DOC Stock Holding History

JPL 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
2026
Q2 		$19.5K Hold
910
– – ﹤0.01% 430
2026
Q1 		$15K Buy
+910
New +$15.6K ﹤0.01% 448
2025
Q4 		– Sell
-825
Closed -$15.8K – 383
2025
Q3 		$15.8K Buy
+825
New +$14.8K ﹤0.01% 453

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

JPL Wealth Management's DOC Position: Q2 2026 in Review

JPL Wealth Management held its Healthpeak Properties (DOC) position steady in Q2 2026 at 910 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

JPL Wealth Management first reported a position in DOC in Q3 2025 and has held it in 3 quarters since. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • JPL Wealth Management held 910 shares of Healthpeak Properties worth $19.5K as of Q2 2026.
  • JPL Wealth Management left its Healthpeak Properties share count unchanged in Q2 2026.
  • Healthpeak Properties made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #430 holding.
  • JPL Wealth Management first reported a position in Healthpeak Properties in Q3 2025 and has held it in 3 quarters since.
  • 753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.