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Altrinsic Global Advisors’s Healthpeak Properties DOC Stock Holding History

Altrinsic Global Advisors’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 		$9.96M Sell
465,398
-43,179
-8% -$806K 0.37% 29
2026
Q1 		$8.36M Sell
508,577
-27,174
-5% -$466K 0.3% 33
2025
Q4 		$8.61M Sell
535,751
-9,883
-2% -$174K 0.31% 34
2025
Q3 		$10.4M Sell
545,634
-8,375
-2% -$150K 0.39% 28
2025
Q2 		$9.7M Sell
554,009
-1,962
-0.4% -$34.8K 0.35% 30
2025
Q1 		$11.2M Sell
555,971
-21,968
-4% -$444K 0.56% 27
2024
Q4 		$11.7M Buy
577,939
+4,220
+0.7% +$91.4K 0.57% 29
2024
Q3 		$13.1M Sell
573,719
-9,085
-2% -$196K 0.56% 27
2024
Q2 		$11.4M Buy
582,804
+135,874
+30% +$2.59M 0.51% 27
2024
Q1 		$8.38M Sell
446,930
-27,767
-6% -$505K 0.38% 35
2023
Q4 		$9.4M Buy
+474,697
New +$8.35M 0.4% 35

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

Altrinsic Global Advisors's DOC Position: Q2 2026 in Review

Altrinsic Global Advisors reduced its Healthpeak Properties (DOC) stake by 8.5% in Q2 2026, selling an estimated $806K and leaving 465,398 shares worth $9.96M. The position accounts for 0.37% of the portfolio, ranked #29.

Altrinsic Global Advisors first reported a position in DOC in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.1M in Q3 2024. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Altrinsic Global Advisors held 465,398 shares of Healthpeak Properties worth $9.96M as of Q2 2026.
  • Altrinsic Global Advisors sold 43,179 Healthpeak Properties shares in Q2 2026, an estimated $806K.
  • Healthpeak Properties made up 0.37% of Altrinsic Global Advisors's portfolio in Q2 2026, its #29 holding.
  • Altrinsic Global Advisors first reported a position in Healthpeak Properties in Q4 2023 and has held it in 11 quarters since.
  • Altrinsic Global Advisors's Healthpeak Properties position peaked at $13.1M in Q3 2024.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Altrinsic Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.