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Legacy Capital Wealth Partners’s Healthpeak Properties DOC Stock Holding History

Legacy Capital Wealth Partners’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 		$646K Sell
30,209
-58
-0.2% -$1.08K 0.12% 166
2026
Q1 		$497K Buy
30,267
+2,053
+7% +$35.2K 0.1% 210
2025
Q4 		$454K Buy
28,214
+5,681
+25% +$100K 0.1% 219
2025
Q3 		$432K Buy
+22,533
New +$404K 0.09% 234
2024
Q2 		– Sell
-94,527
Closed -$2M – 318
2024
Q1 		$2M Buy
+94,527
New +$1.72M 1.42% 26

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

Legacy Capital Wealth Partners's DOC Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Healthpeak Properties (DOC) stake by 0.19% in Q2 2026, selling an estimated $1.08K and leaving 30,209 shares worth $646K. The position accounts for 0.12% of the portfolio, ranked #166.

Legacy Capital Wealth Partners first reported a position in DOC in Q1 2024 and has held it in 5 quarters since. The position peaked at $2M in Q1 2024. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Legacy Capital Wealth Partners held 30,209 shares of Healthpeak Properties worth $646K as of Q2 2026.
  • Legacy Capital Wealth Partners sold 58 Healthpeak Properties shares in Q2 2026, an estimated $1.08K.
  • Healthpeak Properties made up 0.12% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #166 holding.
  • Legacy Capital Wealth Partners first reported a position in Healthpeak Properties in Q1 2024 and has held it in 5 quarters since.
  • Legacy Capital Wealth Partners's Healthpeak Properties position peaked at $2M in Q1 2024.
  • 753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.