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Prestige Wealth Management Group’s Healthpeak Properties DOC Stock Holding History

Prestige Wealth Management Group’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 		– Sell
-249
Closed -$4K – 1135
2025
Q4 		$4K Buy
249
+118
+90% +$2.08K ﹤0.01% 629
2025
Q3 		$2.51K Hold
131
– – ﹤0.01% 698
2025
Q2 		$2.29K Hold
131
– – ﹤0.01% 712
2025
Q1 		$2.65K Hold
131
– – ﹤0.01% 688
2024
Q4 		$2.66K Hold
131
– – ﹤0.01% 729
2024
Q3 		$3K Hold
131
– – ﹤0.01% 696
2024
Q2 		$2.57K Buy
+131
New +$2.5K ﹤0.01% 673
2023
Q4 		– Sell
-62
Closed -$1.14K – 1042
2023
Q3 		$1.14K Sell
62
-193
-76% -$3.96K ﹤0.01% 860
2023
Q2 		$5.13K Buy
255
+115
+82% +$2.39K ﹤0.01% 593
2023
Q1 		$3.08K Hold
140
– – ﹤0.01% 672
2022
Q4 		$3.51K Sell
140
-161
-53% -$3.91K ﹤0.01% 711
2022
Q3 		$7K Hold
301
– – ﹤0.01% 480
2022
Q2 		$8K Sell
301
-11
-4% -$333 ﹤0.01% 470
2022
Q1 		$11K Sell
312
-7
-2% -$236 ﹤0.01% 441
2021
Q4 		$12K Hold
319
– – ﹤0.01% 450
2021
Q3 		$11K Hold
319
– – ﹤0.01% 467
2021
Q2 		$11K Hold
319
– – ﹤0.01% 456
2021
Q1 		$10K Hold
319
– – ﹤0.01% 480
2020
Q4 		$10K Sell
319
-79
-20% -$2.3K ﹤0.01% 458
2020
Q3 		$11K Sell
398
-347
-47% -$9.51K ﹤0.01% 425
2020
Q2 		$21K Buy
745
+229
+44% +$5.85K 0.01% 322
2020
Q1 		$12K Buy
+516
New +$16.8K 0.01% 351
2019
Q1 		– Sell
-137
Closed -$4K – 664
2018
Q4 		$4K Buy
+137
New +$3.79K ﹤0.01% 633

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Prestige Wealth Management Group's DOC Position: Q1 2026 in Review

Prestige Wealth Management Group sold out of Healthpeak Properties (DOC) in Q1 2026, closing a stake of 249 shares — an estimated $4K sold.

Prestige Wealth Management Group first reported a position in DOC in Q4 2018 and held it in 23 quarters. The position peaked at $21K in Q2 2020. 761 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • Prestige Wealth Management Group reported no remaining Healthpeak Properties position as of Q1 2026 after selling out during the quarter.
  • Prestige Wealth Management Group sold 249 Healthpeak Properties shares in Q1 2026, an estimated $4K.
  • Prestige Wealth Management Group first reported a position in Healthpeak Properties in Q4 2018 and held it in 23 quarters.
  • Prestige Wealth Management Group's Healthpeak Properties position peaked at $21K in Q2 2020.
  • 761 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.