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True Wealth Design’s Healthpeak Properties DOC Stock Holding History

True Wealth Design’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 		$13.1K Buy
610
+401
+192% +$7.48K ﹤0.01% 967
2026
Q1 		$3.43K Buy
209
+162
+345% +$2.78K ﹤0.01% 1349
2025
Q4 		$756 Sell
47
-32
-41% -$564 ﹤0.01% 1804
2025
Q3 		$1.51K Buy
79
+5
+7% +$90 ﹤0.01% 1585
2025
Q2 		$1.29K Buy
74
+48
+185% +$852 ﹤0.01% 1364
2025
Q1 		$522 Sell
26
-6
-19% -$121 ﹤0.01% 1525
2024
Q4 		$645 Buy
+32
New +$693 ﹤0.01% 1049

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

True Wealth Design's DOC Position: Q2 2026 in Review

True Wealth Design increased its Healthpeak Properties (DOC) stake by 192% in Q2 2026, buying an estimated $7.48K and bringing the position to 610 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

True Wealth Design first reported a position in DOC in Q4 2024 and has held it in 7 quarters since. 757 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • True Wealth Design held 610 shares of Healthpeak Properties worth $13.1K as of Q2 2026.
  • True Wealth Design bought 401 Healthpeak Properties shares in Q2 2026, an estimated $7.48K.
  • Healthpeak Properties made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #967 holding.
  • True Wealth Design first reported a position in Healthpeak Properties in Q4 2024 and has held it in 7 quarters since.
  • 757 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.