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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

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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. 123 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.
  • 123 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.