BFPW
DOC icon

BOK Financial Private Wealth’s Healthpeak Properties DOC Stock Holding History

BOK Financial Private Wealth’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 		$963 Buy
+45
New +$840 ﹤0.01% 704
2025
Q1 		– Sell
-38
Closed -$771 – 528
2024
Q4 		$771 Buy
+38
New +$823 ﹤0.01% 533

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

BOK Financial Private Wealth's DOC Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Healthpeak Properties (DOC) in Q2 2026: 45 shares worth $963. The stake represents ﹤0.01% of the portfolio and ranks #704 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in DOC as recently as Q4 2024.

BOK Financial Private Wealth first reported a position in DOC in Q4 2024 and has held it in 2 quarters since. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • BOK Financial Private Wealth held 45 shares of Healthpeak Properties worth $963 as of Q2 2026.
  • Healthpeak Properties was a new BOK Financial Private Wealth position in Q2 2026.
  • Healthpeak Properties made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #704 holding.
  • BOK Financial Private Wealth first reported a position in Healthpeak Properties in Q4 2024 and has held it in 2 quarters since.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.