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NewSquare Capital’s Healthpeak Properties DOC Stock Holding History

NewSquare Capital’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 		$2.55M Sell
155,303
-4,072
-3% -$69.8K 0.22% 115
2025
Q4 		$2.56M Sell
159,375
-62,752
-28% -$1.11M 0.23% 101
2025
Q3 		$4.25M Sell
222,127
-1,633
-0.7% -$29.3K 0.29% 98
2025
Q2 		$3.86M Buy
223,760
+10,211
+5% +$181K 0.29% 96
2025
Q1 		$4.25M Buy
213,549
+335
+0.2% +$6.78K 0.35% 90
2024
Q4 		$4.26M Sell
213,214
-1,860
-0.9% -$40.3K 0.34% 92
2024
Q3 		$4.84M Sell
215,074
-1,589
-0.7% -$34.2K 0.39% 88
2024
Q2 		$4.18M Buy
216,663
+5,218
+2% +$99.7K 0.36% 93
2024
Q1 		$3.9M Buy
211,445
+1,453
+0.7% +$26.4K 0.35% 91
2023
Q4 		$4.09M Buy
209,992
+5,940
+3% +$104K 0.39% 90
2023
Q3 		$3.69M Buy
204,052
+8,521
+4% +$175K 0.39% 79
2023
Q2 		$3.93M Buy
195,531
+12,865
+7% +$267K 0.41% 83
2023
Q1 		$4.01M Buy
182,666
+17,095
+10% +$424K 0.47% 81
2022
Q4 		$4.15M Buy
165,571
+11,316
+7% +$275K 0.52% 76
2022
Q3 		$3.54M Buy
154,255
+11,710
+8% +$309K 0.44% 73
2022
Q2 		$3.69M Buy
142,545
+14,910
+12% +$452K 0.47% 76
2022
Q1 		$4.38M Buy
127,635
+14,676
+13% +$494K 0.46% 64
2021
Q4 		$4.08M Buy
112,959
+13,099
+13% +$452K 0.43% 62
2021
Q3 		$3.34M Buy
99,860
+2,707
+3% +$95.8K 0.39% 69
2021
Q2 		$3.23M Buy
97,153
+5,409
+6% +$182K 0.38% 72
2021
Q1 		$2.91M Buy
+91,744
New +$2.79M 0.38% 74
2019
Q1 		– Sell
-63,097
Closed -$1.76M – 330
2018
Q4 		$1.76M Buy
63,097
+63
+0.1% +$1.74K 0.37% 41
2018
Q3 		$1.66M Buy
63,034
+5,258
+9% +$138K 0.31% 60
2018
Q2 		$1.5M Buy
57,776
+8,117
+16% +$191K 0.31% 60
2018
Q1 		$1.15M Buy
49,659
+10,633
+27% +$247K 0.25% 68
2017
Q4 		$1.02M Buy
39,026
+4,692
+14% +$124K 0.23% 74
2017
Q3 		$956K Buy
34,334
+3,105
+10% +$93.4K 0.23% 68
2017
Q2 		$998K Buy
31,229
+2,069
+7% +$65.6K 0.24% 63
2017
Q1 		$912K Buy
29,160
+5,921
+25% +$182K 0.22% 67
2016
Q4 		$691K Sell
23,239
-1,261
-5% -$38.4K 0.17% 86
2016
Q3 		$847K Buy
24,500
+1,014
+4% +$35.5K 0.19% 75
2016
Q2 		$757K Buy
23,486
+3,389
+17% +$105K 0.18% 75
2016
Q1 		$596K Buy
20,097
+352
+2% +$10.6K 0.17% 91
2015
Q4 		$688K Buy
19,745
+1,887
+11% +$63.1K 0.19% 70
2015
Q3 		$606K Sell
17,858
-114
-0.6% -$3.94K 0.18% 71
2015
Q2 		$597K Buy
+17,972
New +$654K 0.18% 77

Other funds holding DOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

NewSquare Capital's DOC Position: Q1 2026 in Review

NewSquare Capital reduced its Healthpeak Properties (DOC) stake by 2.6% in Q1 2026, selling an estimated $69.8K and leaving 155,303 shares worth $2.55M. The position accounts for 0.22% of the portfolio, ranked #115.

NewSquare Capital first reported a position in DOC in Q2 2015 and has held it in 36 quarters since. The position peaked at $4.84M in Q3 2024. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • NewSquare Capital held 155,303 shares of Healthpeak Properties worth $2.55M as of Q1 2026.
  • NewSquare Capital sold 4,072 Healthpeak Properties shares in Q1 2026, an estimated $69.8K.
  • Healthpeak Properties made up 0.22% of NewSquare Capital's portfolio in Q1 2026, its #115 holding.
  • NewSquare Capital first reported a position in Healthpeak Properties in Q2 2015 and has held it in 36 quarters since.
  • NewSquare Capital's Healthpeak Properties position peaked at $4.84M in Q3 2024.
  • 756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.