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Avalon Trust’s Healthpeak Properties DOC Stock Holding History

Avalon Trust’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 		$44.8K Hold
2,093
– – ﹤0.01% 291
2026
Q1 		$34.4K Buy
+2,093
New +$35.9K ﹤0.01% 320
2025
Q1 		– Sell
-114
Closed -$2.31K – 446
2024
Q4 		$2.31K Buy
+114
New +$2.47K ﹤0.01% 406

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

Avalon Trust's DOC Position: Q2 2026 in Review

Avalon Trust held its Healthpeak Properties (DOC) position steady in Q2 2026 at 2,093 shares worth $44.8K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Avalon Trust first reported a position in DOC in Q4 2024 and has held it in 3 quarters since. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Avalon Trust held 2,093 shares of Healthpeak Properties worth $44.8K as of Q2 2026.
  • Avalon Trust left its Healthpeak Properties share count unchanged in Q2 2026.
  • Healthpeak Properties made up ﹤0.01% of Avalon Trust's portfolio in Q2 2026, its #291 holding.
  • Avalon Trust first reported a position in Healthpeak Properties in Q4 2024 and has held it in 3 quarters since.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.