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Spire Wealth Management’s Healthpeak Properties DOC Stock Holding History

Spire 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 		$11.4K Sell
535
-62
-10% -$1.16K ﹤0.01% 1604
2026
Q1 		$9.81K Sell
597
-225
-27% -$3.86K ﹤0.01% 1620
2025
Q4 		$13.2K Sell
822
-255
-24% -$4.5K ﹤0.01% 1627
2025
Q3 		$20.6K Sell
1,077
-134
-11% -$2.4K ﹤0.01% 1524
2025
Q2 		$21.2K Buy
1,211
+6
+0.5% +$107 ﹤0.01% 1503
2025
Q1 		$24.4K Sell
1,205
-12
-1% -$243 ﹤0.01% 1542
2024
Q4 		$24.7K Buy
1,217
+59
+5% +$1.28K ﹤0.01% 1550
2024
Q3 		$26.5K Hold
1,158
– – ﹤0.01% 1355
2024
Q2 		$22.7K Sell
1,158
-681
-37% -$13K ﹤0.01% 1404
2024
Q1 		$34.5K Buy
1,839
+742
+68% +$13.5K ﹤0.01% 1336
2023
Q4 		$21.7K Buy
1,097
+109
+11% +$1.92K ﹤0.01% 1509
2023
Q3 		$18.1K Buy
988
+8
+0.8% +$164 ﹤0.01% 1544
2023
Q2 		$19.7K Hold
980
– – ﹤0.01% 1597
2023
Q1 		$21.5K Buy
980
+617
+170% +$15.3K ﹤0.01% 1585
2022
Q4 		$9K Buy
363
+3
+0.8% +$73 ﹤0.01% 1647
2022
Q3 		$8K Sell
360
-374
-51% -$9.88K ﹤0.01% 1618
2022
Q2 		$19K Buy
734
+169
+30% +$5.12K ﹤0.01% 1686
2022
Q1 		$19K Sell
565
-780
-58% -$26.3K ﹤0.01% 1830
2021
Q4 		$49K Buy
1,345
+564
+72% +$19.5K ﹤0.01% 1743
2021
Q3 		$26K Hold
781
– – ﹤0.01% 1741
2021
Q2 		$26K Sell
781
-780
-50% -$26.2K ﹤0.01% 1764
2021
Q1 		$50K Buy
+1,561
New +$47.4K ﹤0.01% 1717

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

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

Spire Wealth Management reduced its Healthpeak Properties (DOC) stake by 10% in Q2 2026, selling an estimated $1.16K and leaving 535 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1604.

Spire Wealth Management first reported a position in DOC in Q1 2021 and has held it in 22 quarters since. The position peaked at $50K in Q1 2021. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Spire Wealth Management held 535 shares of Healthpeak Properties worth $11.4K as of Q2 2026.
  • Spire Wealth Management sold 62 Healthpeak Properties shares in Q2 2026, an estimated $1.16K.
  • Healthpeak Properties made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1604 holding.
  • Spire Wealth Management first reported a position in Healthpeak Properties in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Healthpeak Properties position peaked at $50K in Q1 2021.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.