WAU
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
Q2 		$15.8K Hold
960
– – 0.01% 540
2026
Q1 		$20.5K Sell
960
-82
-8% -$1.41K 0.01% 518
2025
Q4 		$16.8K Buy
+1,042
New +$18.4K 0.01% 523

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 $3.37T AUM 44.26% 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

Wellington-Altus USA's DOC Position: Q2 2026 in Review

Wellington-Altus USA held its Healthpeak Properties (DOC) position steady in Q2 2026 at 960 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #540.

Wellington-Altus USA first reported a position in DOC in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.5K in Q1 2026. 763 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Wellington-Altus USA held 960 shares of Healthpeak Properties worth $15.8K as of Q2 2026.
  • Wellington-Altus USA left its Healthpeak Properties share count unchanged in Q2 2026.
  • Healthpeak Properties made up 0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #540 holding.
  • Wellington-Altus USA first reported a position in Healthpeak Properties in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Healthpeak Properties position peaked at $20.5K in Q1 2026.
  • 763 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.