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Mark Sheptoff Financial Planning’s Healthpeak Properties DOC Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		$4.95K Hold
300
– – ﹤0.01% 440
2025
Q4 		$4.82K Hold
300
– – ﹤0.01% 437
2025
Q3 		$5.75K Buy
+300
New +$5.38K ﹤0.01% 402
2018
Q2 		– Sell
-31
Closed -$1K – 372
2018
Q1 		$1K Sell
31
-300
-91% -$6.97K ﹤0.01% 368
2017
Q4 		$9K Hold
331
– – 0.01% 288
2017
Q3 		$9K Sell
331
-200
-38% -$6.01K 0.01% 293
2017
Q2 		$17K Sell
531
-1
-0.2% -$32 0.01% 240
2017
Q1 		$17K Buy
532
+1
+0.2% +$31 0.01% 244
2016
Q4 		$16K Sell
531
-52
-9% -$1.58K 0.01% 238
2016
Q3 		$20K Hold
583
– – 0.01% 216
2016
Q2 		$19K Sell
583
-220
-27% -$6.83K 0.01% 210
2016
Q1 		$24K Sell
803
-549
-41% -$16.5K 0.02% 197
2015
Q4 		$47K Buy
1,352
+220
+19% +$7.36K 0.04% 169
2015
Q3 		$38K Sell
1,132
-295
-21% -$10.2K 0.03% 175
2015
Q2 		$47K Hold
1,427
– – 0.04% 171
2015
Q1 		$56K Hold
1,427
– – 0.05% 159
2014
Q4 		$57K Hold
1,427
– – 0.05% 159
2014
Q3 		$52K Hold
1,427
– – 0.05% 169
2014
Q2 		$54K Sell
1,427
-440
-24% -$16.6K 0.05% 173
2014
Q1 		$66K Buy
+1,867
New +$64.5K 0.06% 162

Other funds holding DOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Mark Sheptoff Financial Planning's DOC Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Healthpeak Properties (DOC) position steady in Q1 2026 at 300 shares worth $4.95K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Mark Sheptoff Financial Planning first reported a position in DOC in Q1 2014 and has held it in 20 quarters since. The position peaked at $66K in Q1 2014. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • Mark Sheptoff Financial Planning held 300 shares of Healthpeak Properties worth $4.95K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Healthpeak Properties share count unchanged in Q1 2026.
  • Healthpeak Properties made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #440 holding.
  • Mark Sheptoff Financial Planning first reported a position in Healthpeak Properties in Q1 2014 and has held it in 20 quarters since.
  • Mark Sheptoff Financial Planning's Healthpeak Properties position peaked at $66K in Q1 2014.
  • 756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.