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Perigon Wealth Management’s Healthpeak Properties DOC Stock Holding History

Perigon 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
Q1 		$226K Buy
13,737
+1,742
+15% +$29.9K ﹤0.01% 1155
2025
Q4 		$193K Buy
11,995
+1,704
+17% +$30K ﹤0.01% 1250
2025
Q3 		$197K Buy
+10,291
New +$185K ﹤0.01% 1172
2018
Q1 		– Sell
-9,495
Closed -$248K – 649
2017
Q4 		$248K Hold
9,495
– – 0.09% 124
2017
Q3 		$264K Hold
9,495
– – 0.09% 175
2017
Q2 		$303K Hold
9,495
– – 0.07% 212
2017
Q1 		$297K Hold
9,495
– – 0.06% 222
2016
Q4 		$306K Sell
9,495
-2,309
-20% -$70.4K 0.07% 213
2016
Q3 		$408K Hold
11,804
– – 0.1% 161
2016
Q2 		$380K Sell
11,804
-159
-1% -$4.94K 0.1% 157
2016
Q1 		$355K Hold
11,963
– – 0.11% 123
2015
Q4 		$417K Sell
11,963
-949
-7% -$31.7K 0.12% 152
2015
Q3 		$438K Sell
12,912
-1,691
-12% -$58.5K 0.13% 143
2015
Q2 		$485K Buy
14,603
+1,696
+13% +$61.7K 0.13% 146
2015
Q1 		$508K Buy
12,907
+5,505
+74% +$221K 0.14% 142
2014
Q4 		$297K Buy
7,402
+197
+3% +$7.82K 0.09% 169
2014
Q3 		$261K Sell
7,205
-4,119
-36% -$156K 0.08% 173
2014
Q2 		$427K Buy
11,324
+696
+7% +$26.2K 0.12% 134
2014
Q1 		$375K Buy
10,628
+6
+0.1% +$207 0.21% 89
2013
Q4 		$351K Buy
+10,622
New +$379K 0.19% 91

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

Perigon Wealth Management's DOC Position: Q1 2026 in Review

Perigon Wealth Management increased its Healthpeak Properties (DOC) stake by 15% in Q1 2026, buying an estimated $29.9K and bringing the position to 13,737 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

Perigon Wealth Management first reported a position in DOC in Q4 2013 and has held it in 20 quarters since. The position peaked at $508K in Q1 2015. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • Perigon Wealth Management held 13,737 shares of Healthpeak Properties worth $226K as of Q1 2026.
  • Perigon Wealth Management bought 1,742 Healthpeak Properties shares in Q1 2026, an estimated $29.9K.
  • Healthpeak Properties made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1155 holding.
  • Perigon Wealth Management first reported a position in Healthpeak Properties in Q4 2013 and has held it in 20 quarters since.
  • Perigon Wealth Management's Healthpeak Properties position peaked at $508K in Q1 2015.
  • 756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.