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 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 $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

WFA of San Diego's DOC Position: Q1 2026 in Review

WFA of San Diego held its Healthpeak Properties (DOC) position steady in Q1 2026 at 1,000 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #265.

WFA of San Diego first reported a position in DOC in Q2 2022 and has held it in 10 quarters since. The position peaked at $20K in Q2 2022. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

WFA of San Diego held 1,000 shares of Healthpeak Properties worth $16.4K as of Q1 2026.
WFA of San Diego left its Healthpeak Properties share count unchanged in Q1 2026.
Healthpeak Properties made up 0.01% of WFA of San Diego's portfolio in Q1 2026, its #265 holding.
WFA of San Diego first reported a position in Healthpeak Properties in Q2 2022 and has held it in 10 quarters since.
WFA of San Diego's Healthpeak Properties position peaked at $20K in Q2 2022.
756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.