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

Private 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 Q2	$2.89K	Sell	135 -4	-3%	-$75	﹤0.01%	1039
2026 Q1	$2.28K	Buy	139 +36	+35%	+$617	﹤0.01%	1041
2025 Q4	$1.66K	Sell	103 -9	-8%	-$159	﹤0.01%	1147
2025 Q3	$2.15K	Hold	112	–	–	﹤0.01%	1094
2025 Q2	$1.96K	Sell	112 -127	-53%	-$2.26K	﹤0.01%	1086
2025 Q1	$4.83K	Sell	239 -1	-0.4%	-$20	﹤0.01%	739
2024 Q4	$4.87K	Sell	240 -190	-44%	-$4.12K	﹤0.01%	753
2024 Q3	$9.84K	Buy	430 +5	+1%	+$108	﹤0.01%	460
2024 Q2	$8.33K	Buy	425 +58	+16%	+$1.11K	﹤0.01%	498
2024 Q1	$6.88K	Buy	367 +136	+59%	+$2.47K	﹤0.01%	521
2023 Q4	$4.57K	Buy	+231	New	+$4.06K	﹤0.01%	659

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

Private Wealth Management Group's DOC Position: Q2 2026 in Review

Private Wealth Management Group reduced its Healthpeak Properties (DOC) stake by 2.9% in Q2 2026, selling an estimated $75 and leaving 135 shares worth $2.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

Private Wealth Management Group first reported a position in DOC in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.84K in Q3 2024. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Private Wealth Management Group held 135 shares of Healthpeak Properties worth $2.89K as of Q2 2026.
Private Wealth Management Group sold 4 Healthpeak Properties shares in Q2 2026, an estimated $75.
Healthpeak Properties made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1039 holding.
Private Wealth Management Group first reported a position in Healthpeak Properties in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Healthpeak Properties position peaked at $9.84K in Q3 2024.
759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.