MFG
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Merit Financial Group’s Healthpeak Properties DOC Stock Holding History

Merit 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 		$1.7M Buy
79,458
+1,050
+1% +$19.6K 0.01% 826
2026
Q1 		$1.29M Buy
78,408
+11,034
+16% +$189K 0.01% 862
2025
Q4 		$1.08M Sell
67,374
-3,098
-4% -$54.6K 0.01% 910
2025
Q3 		$1.35M Buy
70,472
+8,608
+14% +$154K 0.01% 719
2025
Q2 		$1.08M Buy
61,864
+16,707
+37% +$297K 0.01% 748
2025
Q1 		$913K Buy
45,157
+20,194
+81% +$408K 0.01% 689
2024
Q4 		$506K Buy
+24,963
New +$541K 0.01% 725
2024
Q3 		– Sell
-10,360
Closed -$203K – 862
2024
Q2 		$203K Buy
+10,360
New +$198K ﹤0.01% 859

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

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

Merit Financial Group increased its Healthpeak Properties (DOC) stake by 1.3% in Q2 2026, buying an estimated $19.6K and bringing the position to 79,458 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #826.

Merit Financial Group first reported a position in DOC in Q2 2024 and has held it in 8 quarters since. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Merit Financial Group held 79,458 shares of Healthpeak Properties worth $1.7M as of Q2 2026.
  • Merit Financial Group bought 1,050 Healthpeak Properties shares in Q2 2026, an estimated $19.6K.
  • Healthpeak Properties made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #826 holding.
  • Merit Financial Group first reported a position in Healthpeak Properties in Q2 2024 and has held it in 8 quarters since.
  • 753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.