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MSH Capital Advisors’s Healthpeak Properties DOC Stock Holding History

MSH Capital Advisors’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 		$537K Sell
25,076
-3
-0% -$56 0.09% 197
2026
Q1 		$412K Buy
25,079
+840
+3% +$14.4K 0.09% 194
2025
Q4 		$390K Buy
24,239
+71
+0.3% +$1.25K 0.08% 203
2025
Q3 		$463K Buy
+24,168
New +$433K 0.12% 175

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

MSH Capital Advisors's DOC Position: Q2 2026 in Review

MSH Capital Advisors reduced its Healthpeak Properties (DOC) stake by 0.01% in Q2 2026, selling an estimated $56 and leaving 25,076 shares worth $537K. The position accounts for 0.09% of the portfolio, ranked #197.

MSH Capital Advisors first reported a position in DOC in Q3 2025 and has held it in 4 quarters since. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • MSH Capital Advisors held 25,076 shares of Healthpeak Properties worth $537K as of Q2 2026.
  • MSH Capital Advisors sold 3 Healthpeak Properties shares in Q2 2026, an estimated $56.
  • Healthpeak Properties made up 0.09% of MSH Capital Advisors's portfolio in Q2 2026, its #197 holding.
  • MSH Capital Advisors first reported a position in Healthpeak Properties in Q3 2025 and has held it in 4 quarters since.
  • 753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.