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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
Q2 		$77.7K Sell
3,630
-3,048
-46% -$56.9K ﹤0.01% 849
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 $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

Atlantic Union Bankshares's DOC Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its Healthpeak Properties (DOC) stake by 46% in Q2 2026, selling an estimated $56.9K and leaving 3,630 shares worth $77.7K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Atlantic Union Bankshares first reported a position in DOC in Q1 2014 and has held it in 9 quarters since. The position peaked at $368K in Q3 2024. 762 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Atlantic Union Bankshares held 3,630 shares of Healthpeak Properties worth $77.7K as of Q2 2026.
  • Atlantic Union Bankshares sold 3,048 Healthpeak Properties shares in Q2 2026, an estimated $56.9K.
  • Healthpeak Properties made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #849 holding.
  • Atlantic Union Bankshares first reported a position in Healthpeak Properties in Q1 2014 and has held it in 9 quarters since.
  • Atlantic Union Bankshares's Healthpeak Properties position peaked at $368K in Q3 2024.
  • 762 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.