Back to DOC
Alpha Omega Wealth Management LLC → DOC
Alpha Omega Wealth Management LLC DOC Position History
Healthpeak Properties, Inc. • Real Estate
Quarters held
4
Latest value
$5.2M
Q3 2026
Peak value
$5.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.9M |
| Q1 2026 | $4.3M |
| Q2 2026 | $5.5M |
| Q3 2026 | $5.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.2M | 258.2K | — | — |
| Q2 2026 | $5.5M | 259.1K | — | — |
| Q1 2026 | $4.3M | 258.9K | — | — |
| Q4 2025 | $2.9M | 178.9K | — | — |
Other funds holding DOC
$2.2B
$1.9B
$1.6B
$1.1B
$973.8M
$961.2M
$947.9M