WFA of San Diego’s Healthpeak Properties DOC Stock Holding History

WFA of San Diego’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	-1,000	Closed	-$16.4K	–	164
2026 Q1	$16.4K	Hold	1,000	–	–	0.01%	265
2025 Q4	$16.1K	Hold	1,000	–	–	0.01%	282
2025 Q3	$19.1K	Hold	1,000	–	–	0.01%	279
2025 Q2	$17.5K	Buy	+1,000	New	+$17.8K	0.01%	282
2024 Q3	$17.5K	Hold	765	–	–	0.01%	250
2024 Q2	$15K	Buy	+765	New	+$14.6K	0.01%	260
2023 Q3	$14K	Hold	765	–	–	0.01%	259
2023 Q2	$15.4K	Buy	+765	New	+$15.9K	0.02%	255
2023 Q1	–	Sell	-765	Closed	-$19.2K	–	149
2022 Q4	$19.2K	Buy	+765	New	+$18.6K	0.01%	294
2022 Q3	–	Sell	-765	Closed	-$20K	–	160
2022 Q2	$20K	Buy	+765	New	+$23.2K	0.02%	221

Other funds holding DOC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WFA of San Diego's DOC Position: Q2 2026 in Review

WFA of San Diego sold out of Healthpeak Properties (DOC) in Q2 2026, closing a stake of 1,000 shares — an estimated $16.4K sold.

WFA of San Diego first reported a position in DOC in Q2 2022 and held it in 10 quarters. The position peaked at $20K in Q2 2022. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

WFA of San Diego reported no remaining Healthpeak Properties position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 1,000 Healthpeak Properties shares in Q2 2026, an estimated $16.4K.
WFA of San Diego first reported a position in Healthpeak Properties in Q2 2022 and held it in 10 quarters.
WFA of San Diego's Healthpeak Properties position peaked at $20K in Q2 2022.
764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.