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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
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
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

MFG Wealth Management's DOC Position: Q2 2026 in Review

MFG Wealth Management increased its Healthpeak Properties (DOC) stake by 4.1% in Q2 2026, buying an estimated $71.5K and bringing the position to 98,254 shares worth $2.1M. The position accounts for 1.5% of the portfolio, ranked #28.

MFG Wealth Management first reported a position in DOC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.53M in Q1 2025. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • MFG Wealth Management held 98,254 shares of Healthpeak Properties worth $2.1M as of Q2 2026.
  • MFG Wealth Management bought 3,830 Healthpeak Properties shares in Q2 2026, an estimated $71.5K.
  • Healthpeak Properties made up 1.5% of MFG Wealth Management's portfolio in Q2 2026, its #28 holding.
  • MFG Wealth Management first reported a position in Healthpeak Properties in Q4 2024 and has held it in 7 quarters since.
  • MFG Wealth Management's Healthpeak Properties position peaked at $2.53M in Q1 2025.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on MFG Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.