WWA
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WCG Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

WCG Wealth Advisors’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 		$269K Buy
16,380
+2,521
+18% +$43.2K 0.01% 507
2025
Q4 		$223K Buy
+13,859
New +$244K 0.01% 501

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 $137B AUM 18.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

WCG Wealth Advisors's DOC Position: Q1 2026 in Review

WCG Wealth Advisors increased its Healthpeak Properties (DOC) stake by 18% in Q1 2026, buying an estimated $43.2K and bringing the position to 16,380 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #507.

WCG Wealth Advisors first reported a position in DOC in Q4 2025 and has held it in 2 quarters since. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • WCG Wealth Advisors held 16,380 shares of Healthpeak Properties worth $269K as of Q1 2026.
  • WCG Wealth Advisors bought 2,521 Healthpeak Properties shares in Q1 2026, an estimated $43.2K.
  • Healthpeak Properties made up 0.01% of WCG Wealth Advisors's portfolio in Q1 2026, its #507 holding.
  • WCG Wealth Advisors first reported a position in Healthpeak Properties in Q4 2025 and has held it in 2 quarters since.
  • 756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.