Sound Income Strategies’s Healthpeak Properties DOC Stock Holding History

Sound Income Strategies’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	$272K	Sell	12,724 -76	-0.6%	-$1.42K	0.01%	395
2026 Q1	$210K	Sell	12,800 -968	-7%	-$16.6K	0.01%	401
2025 Q4	$245K	Buy	13,768 +12,252	+808%	+$216K	0.01%	368
2025 Q3	$28K	Buy	+1,516	New	+$27.2K	﹤0.01%	728
2024 Q1	–	Sell	-404	Closed	-$8K	–	1376
2023 Q4	$8K	Hold	404	–	–	﹤0.01%	789
2023 Q3	$7.42K	Hold	404	–	–	﹤0.01%	658
2023 Q2	$8.12K	Hold	404	–	–	﹤0.01%	620
2023 Q1	$8.88K	Hold	404	–	–	﹤0.01%	582
2022 Q4	$10.1K	Hold	404	–	–	﹤0.01%	515
2022 Q3	$9K	Hold	404	–	–	﹤0.01%	480
2022 Q2	$10K	Hold	404	–	–	﹤0.01%	463
2022 Q1	$14K	Sell	404 -117	-22%	-$3.94K	﹤0.01%	403
2021 Q4	$19K	Buy	521 +117	+29%	+$4.04K	﹤0.01%	376
2021 Q3	$14K	Hold	404	–	–	﹤0.01%	399
2021 Q2	$13K	Sell	404 -116	-22%	-$3.89K	﹤0.01%	423
2021 Q1	$16.5K	Hold	520	–	–	﹤0.01%	387
2020 Q4	$16K	Hold	520	–	–	﹤0.01%	364
2020 Q3	$14K	Sell	520 -129	-20%	-$3.54K	﹤0.01%	346
2020 Q2	$18K	Sell	649 -371	-36%	-$9.47K	0.01%	288
2020 Q1	$24K	Buy	1,020 +500	+96%	+$16.3K	0.01%	213
2019 Q4	$18K	Hold	520	–	–	﹤0.01%	245
2019 Q3	$19K	Hold	520	–	–	0.01%	222
2019 Q2	$17K	Hold	520	–	–	0.01%	247
2019 Q1	$16K	Hold	520	–	–	0.01%	257
2018 Q4	$15K	Hold	520	–	–	0.01%	271
2018 Q3	$14K	Hold	520	–	–	0.01%	296
2018 Q2	$13K	Buy	520 +404	+348%	+$9.53K	0.01%	266
2018 Q1	$3K	Hold	116	–	–	﹤0.01%	434
2017 Q4	$3K	Buy	+116	New	+$3.08K	﹤0.01%	362

Other funds holding DOC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sound Income Strategies's DOC Position: Q2 2026 in Review

Sound Income Strategies reduced its Healthpeak Properties (DOC) stake by 0.59% in Q2 2026, selling an estimated $1.42K and leaving 12,724 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #395.

Sound Income Strategies first reported a position in DOC in Q4 2017 and has held it in 29 quarters since. 571 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Sound Income Strategies held 12,724 shares of Healthpeak Properties worth $272K as of Q2 2026.
Sound Income Strategies sold 76 Healthpeak Properties shares in Q2 2026, an estimated $1.42K.
Healthpeak Properties made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #395 holding.
Sound Income Strategies first reported a position in Healthpeak Properties in Q4 2017 and has held it in 29 quarters since.
571 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.