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Novak & Powell Financial Services’s Healthpeak Properties DOC Stock Holding History

Novak & Powell Financial Services’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 		$262K Buy
12,254
+197
+2% +$3.68K 0.12% 143
2026
Q1 		$198K Buy
12,057
+212
+2% +$3.63K 0.11% 159
2025
Q4 		$190K Buy
11,845
+206
+2% +$3.63K 0.1% 158
2025
Q3 		$223K Buy
11,639
+194
+2% +$3.48K 0.12% 151
2025
Q2 		$200K Buy
11,445
+197
+2% +$3.5K 0.14% 139
2025
Q1 		$227K Buy
11,248
+168
+2% +$3.4K 0.14% 138
2024
Q4 		$225K Buy
11,080
+153
+1% +$3.32K 0.13% 135
2024
Q3 		$250K Buy
10,927
+150
+1% +$3.23K 0.14% 133
2024
Q2 		$211K Buy
+10,777
New +$206K 0.13% 140

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

Novak & Powell Financial Services's DOC Position: Q2 2026 in Review

Novak & Powell Financial Services increased its Healthpeak Properties (DOC) stake by 1.6% in Q2 2026, buying an estimated $3.68K and bringing the position to 12,254 shares worth $262K. The position accounts for 0.12% of the portfolio, ranked #143.

Novak & Powell Financial Services first reported a position in DOC in Q2 2024 and has held it in 9 quarters since. 761 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Novak & Powell Financial Services held 12,254 shares of Healthpeak Properties worth $262K as of Q2 2026.
  • Novak & Powell Financial Services bought 197 Healthpeak Properties shares in Q2 2026, an estimated $3.68K.
  • Healthpeak Properties made up 0.12% of Novak & Powell Financial Services's portfolio in Q2 2026, its #143 holding.
  • Novak & Powell Financial Services first reported a position in Healthpeak Properties in Q2 2024 and has held it in 9 quarters since.
  • 761 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.