MASECO Private Wealth’s Healthpeak Properties DOC Stock Holding History

MASECO Private Wealth’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	–	Sell	-39	Closed	-$627	–	427
2025 Q4	$627	Buy	+39	New	+$688	﹤0.01%	519

Other funds holding DOC

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MASECO Private Wealth's DOC Position: Q1 2026 in Review

MASECO Private Wealth sold out of Healthpeak Properties (DOC) in Q1 2026, closing a stake of 39 shares — an estimated $627 sold.

MASECO Private Wealth first reported a position in DOC in Q4 2025 and held it in 1 quarter. The position peaked at $627 in Q4 2025. 761 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

MASECO Private Wealth reported no remaining Healthpeak Properties position as of Q1 2026 after selling out during the quarter.
MASECO Private Wealth sold 39 Healthpeak Properties shares in Q1 2026, an estimated $627.
MASECO Private Wealth first reported a position in Healthpeak Properties in Q4 2025 and held it in 1 quarter.
MASECO Private Wealth's Healthpeak Properties position peaked at $627 in Q4 2025.
761 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.