NewEdge Wealth’s Healthpeak Properties DOC Stock Holding History

NewEdge Wealth’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	$943K	Buy	57,418 +22,811	+66%	+$391K	0.01%	641
2025 Q4	$556K	Sell	34,607 -2,574	-7%	-$45.4K	0.01%	799
2025 Q3	$664K	Buy	37,181 +23,099	+164%	+$414K	0.01%	667
2025 Q2	$239K	Buy	14,082 +1,923	+16%	+$34.2K	﹤0.01%	889
2025 Q1	$246K	Buy	12,159 +2,066	+20%	+$41.8K	﹤0.01%	820
2024 Q4	$205K	Buy	10,093 +384	+4%	+$8.32K	﹤0.01%	880
2024 Q3	$222K	Buy	+9,709	New	+$209K	﹤0.01%	814

Other funds holding DOC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

NewEdge Wealth's DOC Position: Q1 2026 in Review

NewEdge Wealth increased its Healthpeak Properties (DOC) stake by 66% in Q1 2026, buying an estimated $391K and bringing the position to 57,418 shares worth $943K. The position accounts for 0.01% of the portfolio, ranked #641.

NewEdge Wealth first reported a position in DOC in Q3 2024 and has held it in 7 quarters since. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

NewEdge Wealth held 57,418 shares of Healthpeak Properties worth $943K as of Q1 2026.
NewEdge Wealth bought 22,811 Healthpeak Properties shares in Q1 2026, an estimated $391K.
Healthpeak Properties made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #641 holding.
NewEdge Wealth first reported a position in Healthpeak Properties in Q3 2024 and has held it in 7 quarters since.
756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.