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Blue Trust Inc’s Healthpeak Properties DOC Stock Holding History

Blue Trust Inc’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 		$358K Sell
16,744
-3,613
-18% -$67.4K ﹤0.01% 589
2026
Q1 		$334K Sell
20,357
-2,748
-12% -$47.1K ﹤0.01% 615
2025
Q4 		$372K Buy
23,105
+1,991
+9% +$35.1K ﹤0.01% 582
2025
Q3 		$404K Buy
21,114
+6,001
+40% +$108K ﹤0.01% 564
2025
Q2 		$265K Buy
15,113
+2,758
+22% +$49K ﹤0.01% 668
2025
Q1 		$250K Buy
12,355
+4,100
+50% +$82.9K ﹤0.01% 628
2024
Q4 		$167K Sell
8,255
-2,761
-25% -$59.8K ﹤0.01% 715
2024
Q3 		$216K Buy
11,016
+4,144
+60% +$89.3K ﹤0.01% 820
2024
Q2 		$129K Buy
6,872
+2,877
+72% +$54.9K ﹤0.01% 870
2024
Q1 		$74.9K Buy
3,995
+3,588
+882% +$65.2K ﹤0.01% 792
2023
Q4 		$7K Buy
407
+106
+35% +$1.86K ﹤0.01% 1702
2023
Q3 		$6K Sell
301
-159
-35% -$3.27K ﹤0.01% 1571
2023
Q2 		$10K Sell
460
-325
-41% -$6.75K ﹤0.01% 1300
2023
Q1 		$20K Buy
785
+215
+38% +$5.33K ﹤0.01% 1352
2022
Q4 		$13K Sell
570
-113
-17% -$2.75K ﹤0.01% 1441
2022
Q3 		$18K Buy
683
+190
+39% +$5.02K ﹤0.01% 1128
2022
Q2 		$17K Buy
+493
New +$14.9K ﹤0.01% 1009

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Blue Trust Inc's DOC Position: Q2 2026 in Review

Blue Trust Inc reduced its Healthpeak Properties (DOC) stake by 18% in Q2 2026, selling an estimated $67.4K and leaving 16,744 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Blue Trust Inc first reported a position in DOC in Q2 2022 and has held it in 17 quarters since. The position peaked at $404K in Q3 2025. 755 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Blue Trust Inc held 16,744 shares of Healthpeak Properties worth $358K as of Q2 2026.
  • Blue Trust Inc sold 3,613 Healthpeak Properties shares in Q2 2026, an estimated $67.4K.
  • Healthpeak Properties made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #589 holding.
  • Blue Trust Inc first reported a position in Healthpeak Properties in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Healthpeak Properties position peaked at $404K in Q3 2025.
  • 755 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.