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Larson Financial Group’s Healthpeak Properties DOC Stock Holding History

Larson Financial Group’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 		$43.4K Buy
2,029
+771
+61% +$14.4K ﹤0.01% 1581
2026
Q1 		$20.7K Buy
1,258
+790
+169% +$13.5K ﹤0.01% 1826
2025
Q4 		$7.53K Sell
468
-381
-45% -$6.72K ﹤0.01% 2275
2025
Q3 		$16.3K Buy
849
+265
+45% +$4.75K ﹤0.01% 1754
2025
Q2 		$10.2K Sell
584
-1,289
-69% -$22.9K ﹤0.01% 1799
2025
Q1 		$37.9K Buy
1,873
+1,024
+121% +$20.7K ﹤0.01% 1127
2024
Q4 		$17.2K Buy
849
+153
+22% +$3.32K ﹤0.01% 1274
2024
Q3 		$15.9K Buy
696
+401
+136% +$8.64K ﹤0.01% 1297
2024
Q2 		$5.79K Buy
295
+232
+368% +$4.43K ﹤0.01% 1415
2024
Q1 		$1.19K Buy
63
+1
+2% +$18 ﹤0.01% 1429
2023
Q4 		$1.24K Buy
62
+4
+7% +$70 ﹤0.01% 1432
2023
Q3 		$1.07K Sell
58
-153
-73% -$3.14K ﹤0.01% 1482
2023
Q2 		$4.25K Buy
211
+154
+270% +$3.2K ﹤0.01% 1134
2023
Q1 		$1.25K Buy
57
+1
+2% +$25 ﹤0.01% 1317
2022
Q4 		$1.4K Buy
+56
New +$1.36K ﹤0.01% 1244

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

Larson Financial Group's DOC Position: Q2 2026 in Review

Larson Financial Group increased its Healthpeak Properties (DOC) stake by 61% in Q2 2026, buying an estimated $14.4K and bringing the position to 2,029 shares worth $43.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

Larson Financial Group first reported a position in DOC in Q4 2022 and has held it in 15 quarters since. 757 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Larson Financial Group held 2,029 shares of Healthpeak Properties worth $43.4K as of Q2 2026.
  • Larson Financial Group bought 771 Healthpeak Properties shares in Q2 2026, an estimated $14.4K.
  • Healthpeak Properties made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1581 holding.
  • Larson Financial Group first reported a position in Healthpeak Properties in Q4 2022 and has held it in 15 quarters since.
  • 757 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.