BCP
DOC icon

Berkeley Capital Partners’s Healthpeak Properties DOC Stock Holding History

Berkeley Capital Partners’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 		$1.57M Sell
73,375
-8,235
-10% -$154K 0.32% 61
2026
Q1 		$1.34M Buy
81,610
+44,145
+118% +$756K 0.31% 68
2025
Q4 		$602K Sell
37,465
-42,528
-53% -$750K 0.14% 126
2025
Q3 		$1.53M Sell
79,993
-3,886
-5% -$69.7K 0.36% 55
2025
Q2 		$1.47M Buy
83,879
+11,267
+16% +$200K 0.37% 55
2025
Q1 		$1.47M Buy
72,612
+26,782
+58% +$542K 0.4% 52
2024
Q4 		$929K Sell
45,830
-23,455
-34% -$508K 0.26% 82
2024
Q3 		$1.58M Buy
69,285
+1,399
+2% +$30.2K 0.45% 42
2024
Q2 		$1.33M Buy
67,886
+2,271
+3% +$43.4K 0.4% 48
2024
Q1 		$1.23M Buy
65,615
+14,858
+29% +$270K 0.38% 51
2023
Q4 		$1M Sell
50,757
-9,170
-15% -$161K 0.33% 61
2023
Q3 		$1.1M Buy
59,927
+6,592
+12% +$135K 0.4% 52
2023
Q2 		$1.07M Buy
53,335
+11,261
+27% +$234K 0.38% 56
2023
Q1 		$924K Buy
42,074
+6,332
+18% +$157K 0.34% 58
2022
Q4 		$896K Buy
35,742
+702
+2% +$17.1K 0.35% 59
2022
Q3 		$803K Buy
35,040
+5,485
+19% +$145K 0.35% 56
2022
Q2 		$766K Buy
29,555
+9,528
+48% +$289K 0.32% 61
2022
Q1 		$688K Buy
+20,027
New +$675K 0.27% 73

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

Berkeley Capital Partners's DOC Position: Q2 2026 in Review

Berkeley Capital Partners reduced its Healthpeak Properties (DOC) stake by 10% in Q2 2026, selling an estimated $154K and leaving 73,375 shares worth $1.57M. The position accounts for 0.32% of the portfolio, ranked #61.

Berkeley Capital Partners first reported a position in DOC in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.58M in Q3 2024. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Berkeley Capital Partners held 73,375 shares of Healthpeak Properties worth $1.57M as of Q2 2026.
  • Berkeley Capital Partners sold 8,235 Healthpeak Properties shares in Q2 2026, an estimated $154K.
  • Healthpeak Properties made up 0.32% of Berkeley Capital Partners's portfolio in Q2 2026, its #61 holding.
  • Berkeley Capital Partners first reported a position in Healthpeak Properties in Q1 2022 and has held it in 18 quarters since.
  • Berkeley Capital Partners's Healthpeak Properties position peaked at $1.58M in Q3 2024.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Berkeley Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.