BAMCO Inc
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BAMCO Inc’s Healthpeak Properties DOC Stock Holding History

BAMCO Inc’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
2025
Q2 		– Sell
-243,920
Closed -$4.93M – 317
2025
Q1 		$4.93M Buy
243,920
+105,700
+76% +$2.14M 0.01% 259
2024
Q4 		$2.8M Sell
138,220
-161,359
-54% -$3.5M 0.01% 268
2024
Q3 		$6.85M Sell
299,579
-39,572
-12% -$853K 0.02% 251
2024
Q2 		$6.65M Buy
+339,151
New +$6.48M 0.02% 246
2019
Q4 		– Sell
-1,108
Closed -$39K – 357
2019
Q3 		$39K Buy
1,108
+627
+130% +$21.2K ﹤0.01% 341
2019
Q2 		$15K Sell
481
-633
-57% -$19.7K ﹤0.01% 358
2019
Q1 		$35K Sell
1,114
-323
-22% -$9.84K ﹤0.01% 350
2018
Q4 		$40K Buy
+1,437
New +$39.8K ﹤0.01% 359

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BAMCO Inc's DOC Position: Q2 2025 in Review

BAMCO Inc sold out of Healthpeak Properties (DOC) in Q2 2025, closing a stake of 243,920 shares — an estimated $4.93M sold.

BAMCO Inc first reported a position in DOC in Q4 2018 and held it in 8 quarters. The position peaked at $6.85M in Q3 2024. 732 funds tracked by Wall St. Rank hold DOC as of Q2 2025.

  • BAMCO Inc reported no remaining Healthpeak Properties position as of Q2 2025 after selling out during the quarter.
  • BAMCO Inc sold 243,920 Healthpeak Properties shares in Q2 2025, an estimated $4.93M.
  • BAMCO Inc first reported a position in Healthpeak Properties in Q4 2018 and held it in 8 quarters.
  • BAMCO Inc's Healthpeak Properties position peaked at $6.85M in Q3 2024.
  • 732 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2025.

Based on BAMCO Inc's 13F filing for Q2 2025, filed 14 Aug 2025.