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Atlantic Union Bankshares’s Healthpeak Properties DOC Stock Holding History

Atlantic Union Bankshares’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
Q1 		$110K Sell
6,678
-975
-13% -$16.7K ﹤0.01% 726
2025
Q4 		$123K Sell
7,653
-1,033
-12% -$18.2K ﹤0.01% 690
2025
Q3 		$166K Buy
8,686
+6,758
+351% +$121K ﹤0.01% 635
2025
Q2 		$33.8K Buy
+1,928
New +$34.2K ﹤0.01% 727
2024
Q4 		– Sell
-16,091
Closed -$368K – 317
2024
Q3 		$368K Sell
16,091
-125
-0.8% -$2.69K 0.02% 256
2024
Q2 		$318K Hold
16,216
– – 0.02% 267
2024
Q1 		$304K Buy
+16,216
New +$295K 0.03% 243
2014
Q2 		– Sell
-220
Closed -$8K – 150
2014
Q1 		$8K Buy
+220
New +$7.6K ﹤0.01% 210

Other funds holding DOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Atlantic Union Bankshares's DOC Position: Q1 2026 in Review

Atlantic Union Bankshares reduced its Healthpeak Properties (DOC) stake by 13% in Q1 2026, selling an estimated $16.7K and leaving 6,678 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Atlantic Union Bankshares first reported a position in DOC in Q1 2014 and has held it in 8 quarters since. The position peaked at $368K in Q3 2024. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • Atlantic Union Bankshares held 6,678 shares of Healthpeak Properties worth $110K as of Q1 2026.
  • Atlantic Union Bankshares sold 975 Healthpeak Properties shares in Q1 2026, an estimated $16.7K.
  • Healthpeak Properties made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q1 2026, its #726 holding.
  • Atlantic Union Bankshares first reported a position in Healthpeak Properties in Q1 2014 and has held it in 8 quarters since.
  • Atlantic Union Bankshares's Healthpeak Properties position peaked at $368K in Q3 2024.
  • 756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.