NW
DOC icon

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
Q2 		$1.28M Buy
59,766
+2,348
+4% +$43.8K 0.01% 590
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
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

NewEdge Wealth's DOC Position: Q2 2026 in Review

NewEdge Wealth increased its Healthpeak Properties (DOC) stake by 4.1% in Q2 2026, buying an estimated $43.8K and bringing the position to 59,766 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #590.

NewEdge Wealth first reported a position in DOC in Q3 2024 and has held it in 8 quarters since. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • NewEdge Wealth held 59,766 shares of Healthpeak Properties worth $1.28M as of Q2 2026.
  • NewEdge Wealth bought 2,348 Healthpeak Properties shares in Q2 2026, an estimated $43.8K.
  • Healthpeak Properties made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #590 holding.
  • NewEdge Wealth first reported a position in Healthpeak Properties in Q3 2024 and has held it in 8 quarters since.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.