MFG Wealth Management’s Healthpeak Properties DOC Stock Holding History

MFG Wealth Management’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	$1.88M	Sell	94,199 -4,055	-4%	-$86.1K	1.37%	39
2026 Q2	$2.1M	Buy	98,254 +3,830	+4%	+$71.5K	1.5%	28
2026 Q1	$1.55M	Buy	94,424 +1,305	+1%	+$22.4K	1.29%	41
2025 Q4	$1.5M	Buy	93,119 +538	+0.6%	+$9.48K	1.17%	42
2025 Q3	$1.77M	Sell	92,581 -34,965	-27%	-$627K	1.34%	39
2025 Q2	$2.23M	Buy	127,546 +2,427	+2%	+$43.1K	1.88%	29
2025 Q1	$2.53M	Buy	125,119 +1,496	+1%	+$30.3K	2.42%	10
2024 Q4	$2.51M	Buy	+123,623	New	+$2.68M	2.3%	17

Other funds holding DOC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

MFG Wealth Management's DOC Position: Q3 2026 in Review

MFG Wealth Management reduced its Healthpeak Properties (DOC) stake by 4.1% in Q3 2026, selling an estimated $86.1K and leaving 94,199 shares worth $1.88M. The position accounts for 1.37% of the portfolio, ranked #39.

MFG Wealth Management first reported a position in DOC in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.53M in Q1 2025. 647 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

MFG Wealth Management held 94,199 shares of Healthpeak Properties worth $1.88M as of Q3 2026.
MFG Wealth Management sold 4,055 Healthpeak Properties shares in Q3 2026, an estimated $86.1K.
Healthpeak Properties made up 1.37% of MFG Wealth Management's portfolio in Q3 2026, its #39 holding.
MFG Wealth Management first reported a position in Healthpeak Properties in Q4 2024 and has held it in 8 quarters since.
MFG Wealth Management's Healthpeak Properties position peaked at $2.53M in Q1 2025.
647 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on MFG Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.