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Mowery & Schoenfeld Wealth Management’s Healthpeak Properties DOC Stock Holding History

Mowery & Schoenfeld 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
Q1 		– Sell
-214
Closed -$3.44K – 395
2025
Q4 		$3.44K Buy
+214
New +$3.77K 0.01% 360
2025
Q1 		– Sell
-115
Closed -$2.33K – 489
2024
Q4 		$2.33K Buy
+115
New +$2.49K ﹤0.01% 386

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Mowery & Schoenfeld Wealth Management's DOC Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Healthpeak Properties (DOC) in Q1 2026, closing a stake of 214 shares — an estimated $3.44K sold.

Mowery & Schoenfeld Wealth Management first reported a position in DOC in Q4 2024 and held it in 2 quarters. The position peaked at $3.44K in Q4 2025. 761 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Healthpeak Properties position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 214 Healthpeak Properties shares in Q1 2026, an estimated $3.44K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Healthpeak Properties in Q4 2024 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's Healthpeak Properties position peaked at $3.44K in Q4 2025.
  • 761 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.