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Planning Strategies’s Healthpeak Properties DOC Stock Holding History

Planning Strategies’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 		$9.07K Buy
+424
New +$7.91K 0.01% 337

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

Planning Strategies's DOC Position: Q2 2026 in Review

Planning Strategies opened a new position in Healthpeak Properties (DOC) in Q2 2026: 424 shares worth $9.07K. The stake represents 0.01% of the portfolio and ranks #337 among its holdings.

706 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Planning Strategies held 424 shares of Healthpeak Properties worth $9.07K as of Q2 2026.
  • Healthpeak Properties was a new Planning Strategies position in Q2 2026.
  • Healthpeak Properties made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #337 holding.
  • 706 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.