Wells Fargo’s Healthpeak Properties DOC Stock Holding History

Wells Fargo’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
2017 Q2	–	Sell	-90,000	Closed	-$130K	–	6260
2017 Q1	$130K	Sell	90,000 -74,300	-45%	-$2.28M	﹤0.01%	5071
2016 Q4	$99K	Buy	164,300 +49,010	+43%	+$1.49M	﹤0.01%	5151
2016 Q3	$19K	Buy	+115,290	New	+$4.03M	﹤0.01%	5607
2015 Q4	–	Sell	-179,852	Closed	-$8K	–	6249
2015 Q3	$8K	Sell	179,852 -39,748	-18%	-$1.37M	﹤0.01%	5749
2015 Q2	$10K	Buy	219,600 +204,448	+1,349%	+$7.44M	﹤0.01%	5803
2015 Q1	$3M	Sell	15,152 -508,045	-97%	-$20.4M	﹤0.01%	2745
2014 Q4	$682K	Buy	523,197 +391,437	+297%	+$15.5M	﹤0.01%	3753
2014 Q3	$54K	Sell	131,760 -14,933	-10%	-$566K	﹤0.01%	4902
2014 Q2	$217K	Buy	+146,693	New	+$5.52M	﹤0.01%	4335

Other funds holding DOC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wells Fargo's DOC Position: Q1 2026 in Review

Wells Fargo increased its Healthpeak Properties (DOC) stake by 23% in Q1 2026, buying an estimated $4.38M and bringing the position to 1,364,207 shares worth $22.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Wells Fargo first reported a position in DOC in Q2 2013 and has held it in 52 quarters since. The position peaked at $247M in Q1 2015. 757 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

Wells Fargo held 1,364,207 shares of Healthpeak Properties worth $22.4M as of Q1 2026.
Wells Fargo bought 255,644 Healthpeak Properties shares in Q1 2026, an estimated $4.38M.
Healthpeak Properties made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #1434 holding.
Wells Fargo first reported a position in Healthpeak Properties in Q2 2013 and has held it in 52 quarters since.
Wells Fargo's Healthpeak Properties position peaked at $247M in Q1 2015.
757 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.