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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
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 $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

Novak & Powell Financial Services's DOC Position: Q1 2026 in Review

Novak & Powell Financial Services increased its Healthpeak Properties (DOC) stake by 1.8% in Q1 2026, buying an estimated $3.63K and bringing the position to 12,057 shares worth $198K. The position accounts for 0.11% of the portfolio, ranked #159.

Novak & Powell Financial Services first reported a position in DOC in Q2 2024 and has held it in 8 quarters since. The position peaked at $250K in Q3 2024. 757 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • Novak & Powell Financial Services held 12,057 shares of Healthpeak Properties worth $198K as of Q1 2026.
  • Novak & Powell Financial Services bought 212 Healthpeak Properties shares in Q1 2026, an estimated $3.63K.
  • Healthpeak Properties made up 0.11% of Novak & Powell Financial Services's portfolio in Q1 2026, its #159 holding.
  • Novak & Powell Financial Services first reported a position in Healthpeak Properties in Q2 2024 and has held it in 8 quarters since.
  • Novak & Powell Financial Services's Healthpeak Properties position peaked at $250K in Q3 2024.
  • 757 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.