Bank Julius Baer & Co
DOC icon

Bank Julius Baer & Co’s Healthpeak Properties DOC Stock Holding History

Bank Julius Baer & Co’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 		$36.1K Hold
2,200
– – ﹤0.01% 620
2025
Q4 		$35.4K Hold
2,200
– – ﹤0.01% 599
2025
Q3 		$42.1K Hold
2,200
– – ﹤0.01% 603
2025
Q2 		$38.5K Hold
2,200
– – ﹤0.01% 556
2025
Q1 		$44.5K Buy
2,200
+206
+10% +$4.17K ﹤0.01% 551
2024
Q4 		$44.6K Buy
1,994
+138
+7% +$2.99K ﹤0.01% 563
2024
Q3 		$50.3K Buy
1,856
+598
+48% +$12.9K ﹤0.01% 469
2024
Q2 		$27.4K Sell
1,258
-142
-10% -$2.71K ﹤0.01% 467
2024
Q1 		$26.3K Buy
1,400
+700
+100% +$12.7K ﹤0.01% 498
2023
Q4 		$13.9K Sell
700
-9
-1% -$158 ﹤0.01% 517
2023
Q3 		$13K Buy
709
+22
+3% +$452 ﹤0.01% 500
2023
Q2 		$14K Sell
687
-13
-2% -$270 ﹤0.01% 534
2023
Q1 		$15K Hold
700
– – ﹤0.01% 558
2022
Q4 		$18K Buy
+700
New +$17K ﹤0.01% 540
2020
Q2 		– Sell
-27,394
Closed -$653K – 698
2020
Q1 		$653K Buy
+27,394
New +$893K 0.02% 281

Other funds holding DOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $147M AUM 25.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank Julius Baer & Co's DOC Position: Q1 2026 in Review

Bank Julius Baer & Co held its Healthpeak Properties (DOC) position steady in Q1 2026 at 2,200 shares worth $36.1K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Bank Julius Baer & Co first reported a position in DOC in Q1 2020 and has held it in 15 quarters since. The position peaked at $653K in Q1 2020. 757 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • Bank Julius Baer & Co held 2,200 shares of Healthpeak Properties worth $36.1K as of Q1 2026.
  • Bank Julius Baer & Co left its Healthpeak Properties share count unchanged in Q1 2026.
  • Healthpeak Properties made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #620 holding.
  • Bank Julius Baer & Co first reported a position in Healthpeak Properties in Q1 2020 and has held it in 15 quarters since.
  • Bank Julius Baer & Co's Healthpeak Properties position peaked at $653K in Q1 2020.
  • 757 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.