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
2025 Q2	$179K	Buy	+10,245	New	+$182K	0.15%	194

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Total Wealth Planning & Management's DOC Position: Q2 2025 in Review

Total Wealth Planning & Management opened a new position in Healthpeak Properties (DOC) in Q2 2025: 10,245 shares worth $179K. The stake represents 0.15% of the portfolio and ranks #194 among its holdings.

732 funds tracked by Wall St. Rank hold DOC as of Q2 2025.

Total Wealth Planning & Management held 10,245 shares of Healthpeak Properties worth $179K as of Q2 2025.
Healthpeak Properties was a new Total Wealth Planning & Management position in Q2 2025.
Healthpeak Properties made up 0.15% of Total Wealth Planning & Management's portfolio in Q2 2025, its #194 holding.
732 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.