ABLA
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Alan B. Lancz & Associates’s Healthpeak Properties DOC Stock Holding History

Alan B. Lancz & Associates’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 		$522K Hold
24,400
– – 0.45% 57
2026
Q1 		$401K Hold
24,400
– – 0.39% 71
2025
Q4 		$392K Hold
24,400
– – 0.34% 71
2025
Q3 		$467K Buy
24,400
+3,100
+15% +$55.6K 0.42% 61
2025
Q2 		$373K Buy
+21,300
New +$378K 0.37% 72

Other funds holding DOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Alan B. Lancz & Associates's DOC Position: Q2 2026 in Review

Alan B. Lancz & Associates held its Healthpeak Properties (DOC) position steady in Q2 2026 at 24,400 shares worth $522K. The position accounts for 0.45% of the portfolio, ranked #57.

Alan B. Lancz & Associates first reported a position in DOC in Q2 2025 and has held it in 5 quarters since. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Alan B. Lancz & Associates held 24,400 shares of Healthpeak Properties worth $522K as of Q2 2026.
  • Alan B. Lancz & Associates left its Healthpeak Properties share count unchanged in Q2 2026.
  • Healthpeak Properties made up 0.45% of Alan B. Lancz & Associates's portfolio in Q2 2026, its #57 holding.
  • Alan B. Lancz & Associates first reported a position in Healthpeak Properties in Q2 2025 and has held it in 5 quarters since.
  • 753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.