Pinnacle Wealth Planning Services’s Healthpeak Properties DOC Stock Holding History

Pinnacle Wealth Planning 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 Q2	$117K	Buy	5,469 +1,084	+25%	+$20.2K	0.01%	785
2026 Q1	$72K	Sell	4,385 -4	-0.1%	-$69	0.01%	998
2025 Q4	$70.6K	Buy	+4,389	New	+$77.4K	0.01%	986
2023 Q2	–	Sell	-9,331	Closed	-$205K	–	472
2023 Q1	$205K	Sell	9,331 -1,457	-14%	-$36.1K	0.03%	397
2022 Q4	$270K	Buy	+10,788	New	+$262K	0.05%	287
2021 Q1	–	Sell	-2,252	Closed	-$68K	–	782
2020 Q4	$68K	Buy	+2,252	New	+$65.5K	0.02%	642

Other funds holding DOC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pinnacle Wealth Planning Services's DOC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Healthpeak Properties (DOC) stake by 25% in Q2 2026, buying an estimated $20.2K and bringing the position to 5,469 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #785.

Pinnacle Wealth Planning Services first reported a position in DOC in Q4 2020 and has held it in 6 quarters since. The position peaked at $270K in Q4 2022. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Pinnacle Wealth Planning Services held 5,469 shares of Healthpeak Properties worth $117K as of Q2 2026.
Pinnacle Wealth Planning Services bought 1,084 Healthpeak Properties shares in Q2 2026, an estimated $20.2K.
Healthpeak Properties made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #785 holding.
Pinnacle Wealth Planning Services first reported a position in Healthpeak Properties in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Healthpeak Properties position peaked at $270K in Q4 2022.
759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.