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Rialto Wealth Management’s Healthpeak Properties DOC Stock Holding History

Rialto Wealth Management’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 		$1.65K Buy
+77
New +$1.44K ﹤0.01% 1176
2025
Q3 		– Sell
-59
Closed -$1.03K – 1724
2025
Q2 		$1.03K Sell
59
-36
-38% -$639 ﹤0.01% 852
2025
Q1 		$1.92K Buy
+95
New +$1.92K ﹤0.01% 541

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

Rialto Wealth Management's DOC Position: Q2 2026 in Review

Rialto Wealth Management opened a new position in Healthpeak Properties (DOC) in Q2 2026: 77 shares worth $1.65K. The stake represents ﹤0.01% of the portfolio and ranks #1176 among its holdings. This is a return to the name: Rialto Wealth Management previously reported a position in DOC as recently as Q2 2025.

Rialto Wealth Management first reported a position in DOC in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.92K in Q1 2025. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Rialto Wealth Management held 77 shares of Healthpeak Properties worth $1.65K as of Q2 2026.
  • Healthpeak Properties was a new Rialto Wealth Management position in Q2 2026.
  • Healthpeak Properties made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1176 holding.
  • Rialto Wealth Management first reported a position in Healthpeak Properties in Q1 2025 and has held it in 3 quarters since.
  • Rialto Wealth Management's Healthpeak Properties position peaked at $1.92K in Q1 2025.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.