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Creative Planning DOC Position History
Healthpeak Properties, Inc. • Real Estate
Quarters held
8
Latest value
$15.8M
Q3 2026
Peak value
$15.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $28K |
| Q3 2025 | $3.9M |
| Q4 2025 | $2.3M |
| Q1 2026 | $6.7M |
| Q2 2026 | $95K |
| Q2 2026 | $11.3M |
| Q3 2026 | $107K |
| Q3 2026 | $15.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15.8M | 789.9K | — | — |
| Q3 2026 | $107K | 5.3K | — | — |
| Q2 2026 | $11.3M | 526.8K | — | — |
| Q2 2026 | $95K | 4.4K | — | — |
| Q1 2026 | $6.7M | 408.3K | — | — |
| Q4 2025 | $2.3M | 144.6K | — | — |
| Q3 2025 | $3.9M | 201.9K | — | — |
| Q3 2025 | $28K | 1.4K | — | — |
Other funds holding DOC
$2.2B
$1.9B
$1.6B
$1.1B
$973.8M
$961.2M
$947.9M