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Old North State Wealth Management’s Healthpeak Properties DOC Stock Holding History

Old North State Wealth Management’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 		$2.28M Buy
106,428
+26,157
+33% +$488K 0.97% 34
2026
Q1 		$1.32M Buy
+80,271
New +$1.38M 0.61% 42

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 $3.38T AUM 44.17% 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

Old North State Wealth Management's DOC Position: Q2 2026 in Review

Old North State Wealth Management increased its Healthpeak Properties (DOC) stake by 33% in Q2 2026, buying an estimated $488K and bringing the position to 106,428 shares worth $2.28M. The position accounts for 0.97% of the portfolio, ranked #34.

Old North State Wealth Management first reported a position in DOC in Q1 2026 and has held it in 2 quarters since. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Old North State Wealth Management held 106,428 shares of Healthpeak Properties worth $2.28M as of Q2 2026.
  • Old North State Wealth Management bought 26,157 Healthpeak Properties shares in Q2 2026, an estimated $488K.
  • Healthpeak Properties made up 0.97% of Old North State Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Old North State Wealth Management first reported a position in Healthpeak Properties in Q1 2026 and has held it in 2 quarters since.
  • 764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.