SWM
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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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SHP Wealth Management's DOC Position: Q1 2026 in Review

SHP Wealth Management increased its Healthpeak Properties (DOC) stake by 64% in Q1 2026, buying an estimated $617 and bringing the position to 92 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

SHP Wealth Management first reported a position in DOC in Q4 2025 and has held it in 2 quarters since. 757 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • SHP Wealth Management held 92 shares of Healthpeak Properties worth $1.51K as of Q1 2026.
  • SHP Wealth Management bought 36 Healthpeak Properties shares in Q1 2026, an estimated $617.
  • Healthpeak Properties made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1360 holding.
  • SHP Wealth Management first reported a position in Healthpeak Properties in Q4 2025 and has held it in 2 quarters since.
  • 757 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.