VFG
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Victory Financial Group’s Healthpeak Properties DOC Stock Holding History

Victory Financial 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
Q2 		– Sell
-15,706
Closed -$258K – 408
2026
Q1 		$258K Buy
15,706
+984
+7% +$16.9K 0.03% 285
2025
Q4 		$237K Buy
14,722
+3,533
+32% +$62.3K 0.03% 270
2025
Q3 		$215K Buy
11,189
+1,139
+11% +$20.4K 0.03% 235
2025
Q2 		$176K Buy
+10,050
New +$178K 0.03% 225

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 $3.38T AUM 44.17% 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

Victory Financial Group's DOC Position: Q2 2026 in Review

Victory Financial Group sold out of Healthpeak Properties (DOC) in Q2 2026, closing a stake of 15,706 shares — an estimated $258K sold.

Victory Financial Group first reported a position in DOC in Q2 2025 and held it in 4 quarters. The position peaked at $258K in Q1 2026. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Victory Financial Group reported no remaining Healthpeak Properties position as of Q2 2026 after selling out during the quarter.
  • Victory Financial Group sold 15,706 Healthpeak Properties shares in Q2 2026, an estimated $258K.
  • Victory Financial Group first reported a position in Healthpeak Properties in Q2 2025 and held it in 4 quarters.
  • Victory Financial Group's Healthpeak Properties position peaked at $258K in Q1 2026.
  • 764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.