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Total Wealth Planning & Management’s Healthpeak Properties DOC Stock Holding History

Total Wealth Planning & 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 		$315K Buy
+14,721
New +$275K 0.21% 162
2025
Q2 		$179K Buy
+10,245
New +$182K 0.15% 194

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 $3.38T AUM 44.17% 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

Total Wealth Planning & Management's DOC Position: Q2 2026 in Review

Total Wealth Planning & Management opened a new position in Healthpeak Properties (DOC) in Q2 2026: 14,721 shares worth $315K. The stake represents 0.21% of the portfolio and ranks #162 among its holdings. This is a return to the name: Total Wealth Planning & Management previously reported a position in DOC as recently as Q2 2025.

Total Wealth Planning & Management first reported a position in DOC in Q2 2025 and has held it in 2 quarters since. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Total Wealth Planning & Management held 14,721 shares of Healthpeak Properties worth $315K as of Q2 2026.
  • Healthpeak Properties was a new Total Wealth Planning & Management position in Q2 2026.
  • Healthpeak Properties made up 0.21% of Total Wealth Planning & Management's portfolio in Q2 2026, its #162 holding.
  • Total Wealth Planning & Management first reported a position in Healthpeak Properties in Q2 2025 and has held it in 2 quarters since.
  • 764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.