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 Q3	$19.5K	Buy	978 +368	+60%	+$7.81K	﹤0.01%	832
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

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

True Wealth Design's DOC Position: Q3 2026 in Review

True Wealth Design increased its Healthpeak Properties (DOC) stake by 60% in Q3 2026, buying an estimated $7.81K and bringing the position to 978 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

True Wealth Design first reported a position in DOC in Q4 2024 and has held it in 8 quarters since. 95 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

True Wealth Design held 978 shares of Healthpeak Properties worth $19.5K as of Q3 2026.
True Wealth Design bought 368 Healthpeak Properties shares in Q3 2026, an estimated $7.81K.
Healthpeak Properties made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #832 holding.
True Wealth Design first reported a position in Healthpeak Properties in Q4 2024 and has held it in 8 quarters since.
95 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.