Moisand Fitzgerald Tamayo’s Healthpeak Properties DOC Stock Holding History

Moisand Fitzgerald Tamayo’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	$6.42K	Hold	300	–	–	﹤0.01%	413
2026 Q1	$4.93K	Buy	+300	New	+$5.14K	﹤0.01%	410
2024 Q3	–	Sell	-104	Closed	-$2.04K	–	627
2024 Q2	$2.04K	Hold	104	–	–	﹤0.01%	501
2024 Q1	$1.95K	Hold	104	–	–	﹤0.01%	493
2023 Q4	$2.06K	Hold	104	–	–	﹤0.01%	531
2023 Q3	$1.91K	Hold	104	–	–	﹤0.01%	571
2023 Q2	$2.09K	Hold	104	–	–	﹤0.01%	539
2023 Q1	$2.29K	Sell	104 -29	-22%	-$719	﹤0.01%	531
2022 Q4	$3.33K	Sell	133 -16	-11%	-$389	﹤0.01%	458
2022 Q3	$3K	Buy	149 +45	+43%	+$1.19K	﹤0.01%	429
2022 Q2	$3K	Buy	+104	New	+$3.15K	﹤0.01%	363
2018 Q2	–	Sell	-260	Closed	-$6K	–	290
2018 Q1	$6K	Hold	260	–	–	﹤0.01%	234
2017 Q4	$7K	Hold	260	–	–	﹤0.01%	204
2017 Q3	$7K	Buy	+260	New	+$7.82K	﹤0.01%	222
2016 Q2	–	Sell	-285	Closed	-$8K	–	89
2016 Q1	$8K	Hold	285	–	–	0.01%	163
2015 Q4	$10K	Buy	+285	New	+$9.54K	0.01%	147

Other funds holding DOC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Moisand Fitzgerald Tamayo's DOC Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Healthpeak Properties (DOC) position steady in Q2 2026 at 300 shares worth $6.42K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Moisand Fitzgerald Tamayo first reported a position in DOC in Q4 2015 and has held it in 16 quarters since. The position peaked at $10K in Q4 2015. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Moisand Fitzgerald Tamayo held 300 shares of Healthpeak Properties worth $6.42K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Healthpeak Properties share count unchanged in Q2 2026.
Healthpeak Properties made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #413 holding.
Moisand Fitzgerald Tamayo first reported a position in Healthpeak Properties in Q4 2015 and has held it in 16 quarters since.
Moisand Fitzgerald Tamayo's Healthpeak Properties position peaked at $10K in Q4 2015.
764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.