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TFC Financial Management’s Healthpeak Properties DOC Stock Holding History

TFC Financial 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 		$664 Hold
31
– – ﹤0.01% 703
2026
Q1 		$510 Buy
+31
New +$531 ﹤0.01% 713
2025
Q4 		– Sell
-66
Closed -$1.26K – 989
2025
Q3 		$1.26K Buy
66
+12
+22% +$215 ﹤0.01% 606
2025
Q2 		$946 Sell
54
-8
-13% -$142 ﹤0.01% 582
2025
Q1 		$1.25K Hold
62
– – ﹤0.01% 536
2024
Q4 		$1.26K Sell
62
-8
-11% -$173 ﹤0.01% 551
2024
Q3 		$1.6K Buy
70
+8
+13% +$172 ﹤0.01% 529
2024
Q2 		$1.22K Buy
62
+31
+100% +$592 ﹤0.01% 544
2024
Q1 		$582 Buy
31
+3
+11% +$55 ﹤0.01% 612
2023
Q4 		$555 Sell
28
-33
-54% -$581 ﹤0.01% 581
2023
Q3 		$1.13K Sell
61
-1
-2% -$21 ﹤0.01% 521
2023
Q2 		$1.25K Buy
62
+30
+94% +$623 ﹤0.01% 492
2023
Q1 		$712 Hold
32
– – ﹤0.01% 543
2022
Q4 		$812 Hold
32
– – ﹤0.01% 481
2022
Q3 		$1K Hold
32
– – ﹤0.01% 461
2022
Q2 		$1K Hold
32
– – ﹤0.01% 455
2022
Q1 		$1K Hold
32
– – ﹤0.01% 472
2021
Q4 		$1K Hold
32
– – ﹤0.01% 521
2021
Q3 		$1K Hold
32
– – ﹤0.01% 507
2021
Q2 		$1K Hold
32
– – ﹤0.01% 505
2021
Q1 		$1K Hold
32
– – ﹤0.01% 494
2020
Q4 		$1K Hold
32
– – ﹤0.01% 479
2020
Q3 		$1K Buy
+32
New +$877 ﹤0.01% 446

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

TFC Financial Management's DOC Position: Q2 2026 in Review

TFC Financial Management held its Healthpeak Properties (DOC) position steady in Q2 2026 at 31 shares worth $664. The position accounts for ﹤0.01% of the portfolio, ranked #703.

TFC Financial Management first reported a position in DOC in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.6K in Q3 2024. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • TFC Financial Management held 31 shares of Healthpeak Properties worth $664 as of Q2 2026.
  • TFC Financial Management left its Healthpeak Properties share count unchanged in Q2 2026.
  • Healthpeak Properties made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #703 holding.
  • TFC Financial Management first reported a position in Healthpeak Properties in Q3 2020 and has held it in 23 quarters since.
  • TFC Financial Management's Healthpeak Properties position peaked at $1.6K in Q3 2024.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.