SWM
DOC icon

SHP Wealth Management’s Healthpeak Properties DOC Stock Holding History

SHP 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 		$3.29K Buy
154
+62
+67% +$1.16K ﹤0.01% 1256
2026
Q1 		$1.51K Buy
92
+36
+64% +$617 ﹤0.01% 1360
2025
Q4 		$900 Buy
+56
New +$987 ﹤0.01% 1281

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Healthpeak Properties (DOC) stake by 67% in Q2 2026, buying an estimated $1.16K and bringing the position to 154 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

SHP Wealth Management first reported a position in DOC in Q4 2025 and has held it in 3 quarters since. 763 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • SHP Wealth Management held 154 shares of Healthpeak Properties worth $3.29K as of Q2 2026.
  • SHP Wealth Management bought 62 Healthpeak Properties shares in Q2 2026, an estimated $1.16K.
  • Healthpeak Properties made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1256 holding.
  • SHP Wealth Management first reported a position in Healthpeak Properties in Q4 2025 and has held it in 3 quarters since.
  • 763 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

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