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Turning Point Benefit Group’s Healthpeak Properties DOC Stock Holding History

Turning Point Benefit Group’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
Q1 		– Sell
-169
Closed -$2.72K – 286
2025
Q4 		$2.72K Buy
169
+156
+1,200% +$2.75K ﹤0.01% 395
2025
Q3 		$249 Buy
+13
New +$233 ﹤0.01% 624

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Turning Point Benefit Group's DOC Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Healthpeak Properties (DOC) in Q1 2026, closing a stake of 169 shares — an estimated $2.72K sold.

Turning Point Benefit Group first reported a position in DOC in Q3 2025 and held it in 2 quarters. The position peaked at $2.72K in Q4 2025. 761 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Healthpeak Properties position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 169 Healthpeak Properties shares in Q1 2026, an estimated $2.72K.
  • Turning Point Benefit Group first reported a position in Healthpeak Properties in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Healthpeak Properties position peaked at $2.72K in Q4 2025.
  • 761 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.