Meriwether Wealth & Planning’s Healthpeak Properties DOC Stock Holding History

Meriwether Wealth & 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 Q3	$169K	Buy	+8,456	New	+$179K	0.08%	129

Other funds holding DOC

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Alpha Omega Wealth Management Richmond, Virginia $665M AUM 18.39% 1-Year Est. Return

Meriwether Wealth & Planning's DOC Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Healthpeak Properties (DOC) in Q3 2026: 8,456 shares worth $169K. The stake represents 0.08% of the portfolio and ranks #129 among its holdings.

177 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

Meriwether Wealth & Planning held 8,456 shares of Healthpeak Properties worth $169K as of Q3 2026.
Healthpeak Properties was a new Meriwether Wealth & Planning position in Q3 2026.
Healthpeak Properties made up 0.08% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #129 holding.
177 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.