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Woodward Diversified Capital’s Healthpeak Properties DOC Stock Holding History

Woodward Diversified Capital’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 		$247K Buy
11,548
+14
+0.1% +$261 0.11% 155
2026
Q1 		$200K Buy
11,534
+233
+2% +$3.99K 0.09% 173
2025
Q4 		$182K Buy
11,301
+472
+4% +$8.32K 0.08% 180
2025
Q3 		$207K Buy
10,829
+15
+0.1% +$269 0.1% 171
2025
Q2 		$189K Buy
+10,814
New +$192K 0.1% 168
2024
Q4 		– Sell
-11,761
Closed -$269K – 141
2024
Q3 		$269K Buy
11,761
+308
+3% +$6.64K 0.17% 133
2024
Q2 		$224K Buy
11,453
+201
+2% +$3.84K 0.13% 144
2024
Q1 		$211K Buy
11,252
+1,064
+10% +$19.3K 0.13% 144
2023
Q4 		$202K Sell
10,188
-1,979
-16% -$34.8K 0.13% 150
2023
Q3 		$223K Buy
12,167
+1,663
+16% +$34.1K 0.16% 134
2023
Q2 		$211K Buy
10,504
+114
+1% +$2.37K 0.16% 130
2023
Q1 		$228K Buy
10,390
+22
+0.2% +$546 0.18% 123
2022
Q4 		$260K Sell
10,368
-516
-5% -$12.5K 0.21% 112
2022
Q3 		$249K Sell
10,884
-372
-3% -$9.82K 0.21% 105
2022
Q2 		$292K Buy
11,256
+457
+4% +$13.8K 0.22% 104
2022
Q1 		$371K Buy
+10,799
New +$364K 0.24% 102

Other funds holding DOC

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FG
Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Woodward Diversified Capital's DOC Position: Q2 2026 in Review

Woodward Diversified Capital increased its Healthpeak Properties (DOC) stake by 0.12% in Q2 2026, buying an estimated $261 and bringing the position to 11,548 shares worth $247K. The position accounts for 0.11% of the portfolio, ranked #155.

Woodward Diversified Capital first reported a position in DOC in Q1 2022 and has held it in 16 quarters since. The position peaked at $371K in Q1 2022. 276 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Woodward Diversified Capital held 11,548 shares of Healthpeak Properties worth $247K as of Q2 2026.
  • Woodward Diversified Capital bought 14 Healthpeak Properties shares in Q2 2026, an estimated $261.
  • Healthpeak Properties made up 0.11% of Woodward Diversified Capital's portfolio in Q2 2026, its #155 holding.
  • Woodward Diversified Capital first reported a position in Healthpeak Properties in Q1 2022 and has held it in 16 quarters since.
  • Woodward Diversified Capital's Healthpeak Properties position peaked at $371K in Q1 2022.
  • 276 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.