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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Pinnacle Wealth Planning Services's DOC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Healthpeak Properties (DOC) stake by 0.09% in Q1 2026, selling an estimated $69 and leaving 4,385 shares worth $72K. The position accounts for 0.01% of the portfolio, ranked #998.

Pinnacle Wealth Planning Services first reported a position in DOC in Q4 2020 and has held it in 5 quarters since. The position peaked at $270K in Q4 2022. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

Pinnacle Wealth Planning Services held 4,385 shares of Healthpeak Properties worth $72K as of Q1 2026.
Pinnacle Wealth Planning Services sold 4 Healthpeak Properties shares in Q1 2026, an estimated $69.
Healthpeak Properties made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #998 holding.
Pinnacle Wealth Planning Services first reported a position in Healthpeak Properties in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Healthpeak Properties position peaked at $270K in Q4 2022.
756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.