Bank of Montreal’s Healthpeak Properties DOC Stock Holding History

Bank of Montreal’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
2023 Q4	–	Sell	-31,400	Closed	-$641K	–	4038
2023 Q3	$641K	Buy	+31,400	New	+$645K	﹤0.01%	2302
2022 Q4	–	Sell	-16,900	Closed	-$462	–	4041
2022 Q3	$462	Buy	+16,900	New	+$446K	﹤0.01%	2632
2022 Q2	–	Sell	-44,300	Closed	-$1.54M	–	4162
2022 Q1	$1.54M	Buy	+44,300	New	+$1.49M	﹤0.01%	2078
2021 Q2	–	Sell	-76,500	Closed	-$2.5M	–	3987
2021 Q1	$2.5M	Sell	76,500 -30,300	-28%	-$920K	﹤0.01%	1675
2020 Q4	$3.04M	Buy	106,800 +11,800	+12%	+$343K	﹤0.01%	1622
2020 Q3	$2.68M	Buy	95,000 +29,400	+45%	+$806K	﹤0.01%	1545
2020 Q2	$1.76M	Buy	+65,600	New	+$1.67M	﹤0.01%	1694
2020 Q1	–	Sell	-27,000	Closed	-$931K	–	4239
2019 Q4	$931K	Sell	27,000 -400	-1%	-$14K	﹤0.01%	2319
2019 Q3	$976K	Buy	27,400 +16,900	+161%	+$571K	﹤0.01%	2089
2019 Q2	$336K	Buy	+10,500	New	+$326K	﹤0.01%	2657
2016 Q3	–	Sell	-20,313	Closed	-$655K	–	4054
2016 Q2	$655K	Hold	20,313	–	–	﹤0.01%	2004
2016 Q1	$603K	Buy	+20,313	New	+$609K	﹤0.01%	1970
2015 Q4	–	Sell	-20,313	Closed	-$689K	–	4250
2015 Q3	$689K	Buy	+20,313	New	+$702K	﹤0.01%	1714
2015 Q2	–	Sell	-55	Closed	-$2K	–	3957
2015 Q1	$2K	Buy	+55	New	+$2.21K	﹤0.01%	3772
2014 Q4	–	Sell	-10,211	Closed	-$369K	–	4046
2014 Q3	$369K	Buy	+10,211	New	+$387K	﹤0.01%	2231

Other funds holding DOC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Bank of Montreal's DOC Position: Q2 2026 in Review

Bank of Montreal increased its Healthpeak Properties (DOC) stake by 10% in Q2 2026, buying an estimated $1.13M and bringing the position to 647,455 shares worth $13.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Bank of Montreal first reported a position in DOC in Q2 2013 and has held it in 53 quarters since. The position peaked at $43.7M in Q1 2023. 526 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Bank of Montreal held 647,455 shares of Healthpeak Properties worth $13.9M as of Q2 2026.
Bank of Montreal bought 60,429 Healthpeak Properties shares in Q2 2026, an estimated $1.13M.
Healthpeak Properties made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1048 holding.
Bank of Montreal first reported a position in Healthpeak Properties in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's Healthpeak Properties position peaked at $43.7M in Q1 2023.
526 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.