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PFG Investments’s Healthpeak Properties DOC Stock Holding History

PFG Investments’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 		$663K Buy
31,000
+2,264
+8% +$42.2K 0.03% 546
2026
Q1 		$472K Buy
28,736
+332
+1% +$5.69K 0.02% 630
2025
Q4 		$457K Buy
28,404
+12,845
+83% +$226K 0.02% 607
2025
Q3 		$298K Buy
15,559
+41
+0.3% +$735 0.02% 797
2025
Q2 		$272K Buy
15,518
+5,235
+51% +$93K 0.02% 775
2025
Q1 		$208K Sell
10,283
-41
-0.4% -$829 0.01% 863
2024
Q4 		$209K Sell
10,324
-35
-0.3% -$758 0.01% 879
2024
Q3 		$237K Buy
10,359
+38
+0.4% +$819 0.02% 824
2024
Q2 		$202K Sell
10,321
-42,034
-80% -$803K 0.01% 822
2024
Q1 		$982K Buy
+52,355
New +$951K 0.06% 335

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

PFG Investments's DOC Position: Q2 2026 in Review

PFG Investments increased its Healthpeak Properties (DOC) stake by 7.9% in Q2 2026, buying an estimated $42.2K and bringing the position to 31,000 shares worth $663K. The position accounts for 0.03% of the portfolio, ranked #546.

PFG Investments first reported a position in DOC in Q1 2024 and has held it in 10 quarters since. The position peaked at $982K in Q1 2024. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • PFG Investments held 31,000 shares of Healthpeak Properties worth $663K as of Q2 2026.
  • PFG Investments bought 2,264 Healthpeak Properties shares in Q2 2026, an estimated $42.2K.
  • Healthpeak Properties made up 0.03% of PFG Investments's portfolio in Q2 2026, its #546 holding.
  • PFG Investments first reported a position in Healthpeak Properties in Q1 2024 and has held it in 10 quarters since.
  • PFG Investments's Healthpeak Properties position peaked at $982K in Q1 2024.
  • 753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.