Allie Family Office’s Healthpeak Properties DOC Stock Holding History

Allie Family Office’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	$341K	Buy	+16,620	New	+$310K	0.13%	81
2025 Q2	–	Sell	-9,990	Closed	-$320K	–	101
2025 Q1	$320K	Buy	9,990 +650	+7%	+$13.1K	0.17%	69
2024 Q4	$260K	Hold	9,340	–	–	0.14%	74
2024 Q3	$291K	Hold	9,340	–	–	0.16%	68
2024 Q2	$250K	Hold	9,340	–	–	0.15%	70
2024 Q1	$245K	Buy	+9,340	New	+$170K	0.14%	70
2023 Q3	–	Sell	-9,970	Closed	-$200K	–	68
2023 Q2	$200K	Hold	9,970	–	–	0.14%	68
2023 Q1	$219K	Hold	9,970	–	–	0.16%	66
2022 Q4	$250K	Hold	9,970	–	–	0.21%	66
2022 Q3	$229K	Hold	9,970	–	–	0.2%	62
2022 Q2	$258K	Sell	9,970 -1,166	-10%	-$35.3K	0.21%	60
2022 Q1	$378K	Sell	11,136 -8,212	-42%	-$277K	0.29%	48
2021 Q4	$699K	Buy	+19,348	New	+$667K	0.55%	36

Other funds holding DOC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Allie Family Office's DOC Position: Q2 2026 in Review

Allie Family Office opened a new position in Healthpeak Properties (DOC) in Q2 2026: 16,620 shares worth $341K. The stake represents 0.13% of the portfolio and ranks #81 among its holdings. This is a return to the name: Allie Family Office previously reported a position in DOC as recently as Q1 2025.

Allie Family Office first reported a position in DOC in Q4 2021 and has held it in 13 quarters since. The position peaked at $699K in Q4 2021. 761 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Allie Family Office held 16,620 shares of Healthpeak Properties worth $341K as of Q2 2026.
Healthpeak Properties was a new Allie Family Office position in Q2 2026.
Healthpeak Properties made up 0.13% of Allie Family Office's portfolio in Q2 2026, its #81 holding.
Allie Family Office first reported a position in Healthpeak Properties in Q4 2021 and has held it in 13 quarters since.
Allie Family Office's Healthpeak Properties position peaked at $699K in Q4 2021.
761 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Allie Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.