Wellington-Altus USA
DOC icon

Wellington-Altus USA’s Healthpeak Properties DOC Stock Holding History

Wellington-Altus USA’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 		$19.2K Hold
960
– – 0.01% 526
2026
Q2 		$15.8K Hold
960
– – 0.01% 540
2026
Q1 		$20.5K Sell
960
-82
-8% -$1.4K 0.01% 518
2025
Q4 		$16.8K Buy
+1,042
New +$18.4K 0.01% 523

Other funds holding DOC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Wellington-Altus USA's DOC Position: Q3 2026 in Review

Wellington-Altus USA held its Healthpeak Properties (DOC) position steady in Q3 2026 at 960 shares worth $19.2K. The position accounts for 0.01% of the portfolio, ranked #526.

Wellington-Altus USA first reported a position in DOC in Q4 2025 and has held it in 4 quarters since. The position peaked at $20.5K in Q1 2026. 559 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

  • Wellington-Altus USA held 960 shares of Healthpeak Properties worth $19.2K as of Q3 2026.
  • Wellington-Altus USA left its Healthpeak Properties share count unchanged in Q3 2026.
  • Healthpeak Properties made up 0.01% of Wellington-Altus USA's portfolio in Q3 2026, its #526 holding.
  • Wellington-Altus USA first reported a position in Healthpeak Properties in Q4 2025 and has held it in 4 quarters since.
  • Wellington-Altus USA's Healthpeak Properties position peaked at $20.5K in Q1 2026.
  • 559 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on Wellington-Altus USA's 13F filing for Q3 2026, filed 12 Nov 2026.