SteelPeak Wealth’s Healthpeak Properties DOC Stock Holding History

SteelPeak Wealth’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	$1.21M	Buy	56,728 +7,313	+15%	+$136K	0.03%	287
2026 Q1	$812K	Buy	49,415 +3,880	+9%	+$66.5K	0.02%	317
2025 Q4	$732K	Buy	45,535 +1,013	+2%	+$17.9K	0.02%	310
2025 Q3	$853K	Sell	44,522 -11,422	-20%	-$205K	0.03%	316
2025 Q2	$980K	Buy	+55,944	New	+$994K	0.04%	259
2024 Q2	–	Sell	-46,274	Closed	-$868K	–	553
2024 Q1	$868K	Buy	46,274 +9,109	+25%	+$166K	0.04%	233
2023 Q4	$736K	Buy	+37,165	New	+$654K	0.04%	241
2020 Q2	–	Sell	-25,736	Closed	-$614K	–	281
2020 Q1	$614K	Buy	+25,736	New	+$839K	0.1%	140

Other funds holding DOC

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

SteelPeak Wealth's DOC Position: Q2 2026 in Review

SteelPeak Wealth increased its Healthpeak Properties (DOC) stake by 15% in Q2 2026, buying an estimated $136K and bringing the position to 56,728 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #287.

SteelPeak Wealth first reported a position in DOC in Q1 2020 and has held it in 8 quarters since. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

SteelPeak Wealth held 56,728 shares of Healthpeak Properties worth $1.21M as of Q2 2026.
SteelPeak Wealth bought 7,313 Healthpeak Properties shares in Q2 2026, an estimated $136K.
Healthpeak Properties made up 0.03% of SteelPeak Wealth's portfolio in Q2 2026, its #287 holding.
SteelPeak Wealth first reported a position in Healthpeak Properties in Q1 2020 and has held it in 8 quarters since.
753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.