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Twin City Private Wealth’s Healthpeak Properties DOC Stock Holding History

Twin City Private Wealth’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 		$1.03M Sell
62,529
-1,459
-2% -$25K 0.78% 47
2025
Q4 		$1.03M Buy
63,988
+4,043
+7% +$71.3K 0.78% 47
2025
Q3 		$1.15M Buy
+59,945
New +$1.07M 0.9% 43

Other funds holding DOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Twin City Private Wealth's DOC Position: Q1 2026 in Review

Twin City Private Wealth reduced its Healthpeak Properties (DOC) stake by 2.3% in Q1 2026, selling an estimated $25K and leaving 62,529 shares worth $1.03M. The position accounts for 0.78% of the portfolio, ranked #47.

Twin City Private Wealth first reported a position in DOC in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.15M in Q3 2025. 757 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • Twin City Private Wealth held 62,529 shares of Healthpeak Properties worth $1.03M as of Q1 2026.
  • Twin City Private Wealth sold 1,459 Healthpeak Properties shares in Q1 2026, an estimated $25K.
  • Healthpeak Properties made up 0.78% of Twin City Private Wealth's portfolio in Q1 2026, its #47 holding.
  • Twin City Private Wealth first reported a position in Healthpeak Properties in Q3 2025 and has held it in 3 quarters since.
  • Twin City Private Wealth's Healthpeak Properties position peaked at $1.15M in Q3 2025.
  • 757 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Twin City Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.