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Barrett & Company’s Healthpeak Properties DOC Stock Holding History

Barrett & Company’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 		$2.94K Hold
137
– – ﹤0.01% 596
2026
Q1 		$2.26K Hold
137
– – ﹤0.01% 572
2025
Q4 		$2.21K Sell
137
-1,399
-91% -$24.7K ﹤0.01% 580
2025
Q3 		$29.4K Buy
1,536
+23
+2% +$412 0.01% 354
2025
Q2 		$26.5K Buy
1,513
+24
+2% +$426 0.01% 378
2025
Q1 		$30.1K Buy
1,489
+20
+1% +$405 0.01% 330
2024
Q4 		$29.8K Buy
1,469
+19
+1% +$412 0.01% 337
2024
Q3 		$33.2K Buy
1,450
+17
+1% +$366 0.01% 313
2024
Q2 		$28.1K Buy
1,433
+19
+1% +$363 0.01% 337
2024
Q1 		$26.5K Sell
1,414
-827
-37% -$15K 0.01% 341
2023
Q4 		$44.4K Buy
2,241
+241
+12% +$4.24K 0.02% 266
2023
Q3 		$40.7K Sell
2,000
-620
-24% -$12.7K 0.02% 265
2023
Q2 		$52.7K Sell
2,620
-376
-13% -$7.81K 0.03% 246
2023
Q1 		$65.8K Sell
2,996
-687
-19% -$17K 0.04% 220
2022
Q4 		$92.3K Hold
3,683
– – 0.06% 174
2022
Q3 		$92.3K Buy
+3,683
New +$97.3K 0.06% 174

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

Barrett & Company's DOC Position: Q2 2026 in Review

Barrett & Company held its Healthpeak Properties (DOC) position steady in Q2 2026 at 137 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Barrett & Company first reported a position in DOC in Q3 2022 and has held it in 16 quarters since. The position peaked at $92.3K in Q4 2022. 762 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Barrett & Company held 137 shares of Healthpeak Properties worth $2.94K as of Q2 2026.
  • Barrett & Company left its Healthpeak Properties share count unchanged in Q2 2026.
  • Healthpeak Properties made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #596 holding.
  • Barrett & Company first reported a position in Healthpeak Properties in Q3 2022 and has held it in 16 quarters since.
  • Barrett & Company's Healthpeak Properties position peaked at $92.3K in Q4 2022.
  • 762 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.