MWM
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Modern Wealth Management’s Healthpeak Properties DOC Stock Holding History

Modern 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 		$427K Sell
19,964
-90
-0.4% -$1.68K 0.01% 759
2026
Q1 		$328K Buy
+20,054
New +$344K 0.01% 688
2025
Q4 		– Sell
-10,321
Closed -$198K – 855
2025
Q3 		$198K Buy
+10,321
New +$185K ﹤0.01% 771

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

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

Modern Wealth Management reduced its Healthpeak Properties (DOC) stake by 0.45% in Q2 2026, selling an estimated $1.68K and leaving 19,964 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #759.

Modern Wealth Management first reported a position in DOC in Q3 2025 and has held it in 3 quarters since. 755 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Modern Wealth Management held 19,964 shares of Healthpeak Properties worth $427K as of Q2 2026.
  • Modern Wealth Management sold 90 Healthpeak Properties shares in Q2 2026, an estimated $1.68K.
  • Healthpeak Properties made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #759 holding.
  • Modern Wealth Management first reported a position in Healthpeak Properties in Q3 2025 and has held it in 3 quarters since.
  • 755 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.