Strategic Wealth Partners
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Strategic Wealth Partners’s Healthpeak Properties DOC Stock Holding History

Strategic Wealth Partners’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 		– Sell
-503
Closed -$8.26K – 1487
2026
Q1 		$8.26K Buy
+503
New +$8.62K ﹤0.01% 933

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JP Morgan Chase
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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

Strategic Wealth Partners's DOC Position: Q2 2026 in Review

Strategic Wealth Partners sold out of Healthpeak Properties (DOC) in Q2 2026, closing a stake of 503 shares — an estimated $8.26K sold.

Strategic Wealth Partners first reported a position in DOC in Q1 2026 and held it in 1 quarter. The position peaked at $8.26K in Q1 2026. 766 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Strategic Wealth Partners reported no remaining Healthpeak Properties position as of Q2 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 503 Healthpeak Properties shares in Q2 2026, an estimated $8.26K.
  • Strategic Wealth Partners first reported a position in Healthpeak Properties in Q1 2026 and held it in 1 quarter.
  • Strategic Wealth Partners's Healthpeak Properties position peaked at $8.26K in Q1 2026.
  • 766 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.