BCP
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $137B AUM 18.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Berkeley Capital Partners's DOC Position: Q1 2026 in Review

Berkeley Capital Partners increased its Healthpeak Properties (DOC) stake by 118% in Q1 2026, buying an estimated $756K and bringing the position to 81,610 shares worth $1.34M. The position accounts for 0.31% of the portfolio, ranked #68.

Berkeley Capital Partners first reported a position in DOC in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.58M in Q3 2024. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • Berkeley Capital Partners held 81,610 shares of Healthpeak Properties worth $1.34M as of Q1 2026.
  • Berkeley Capital Partners bought 44,145 Healthpeak Properties shares in Q1 2026, an estimated $756K.
  • Healthpeak Properties made up 0.31% of Berkeley Capital Partners's portfolio in Q1 2026, its #68 holding.
  • Berkeley Capital Partners first reported a position in Healthpeak Properties in Q1 2022 and has held it in 17 quarters since.
  • Berkeley Capital Partners's Healthpeak Properties position peaked at $1.58M in Q3 2024.
  • 756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.