Planning Strategies Inc.’s Healthpeak Properties DOC Stock Holding History

Planning Strategies Inc.’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	$9.07K	Buy	+424	New	+$7.91K	0.01%	337

Other funds holding DOC

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Planning Strategies Inc.'s DOC Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Healthpeak Properties (DOC) in Q2 2026: 424 shares worth $9.07K. The stake represents 0.01% of the portfolio and ranks #337 among its holdings.

243 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Planning Strategies Inc. held 424 shares of Healthpeak Properties worth $9.07K as of Q2 2026.
Healthpeak Properties was a new Planning Strategies Inc. position in Q2 2026.
Healthpeak Properties made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #337 holding.
243 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.