BTC Capital Management’s Healthpeak Properties DOC Stock Holding History

BTC Capital Management’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	$274K	Hold	12,806	–	–	0.02%	197
2026 Q1	$210K	Hold	12,806	–	–	0.01%	205
2025 Q4	$206K	Hold	12,806	–	–	0.01%	205
2025 Q3	$245K	Buy	+12,806	New	+$230K	0.02%	196
2024 Q2	–	Sell	-14,599	Closed	-$274K	–	217
2024 Q1	$274K	Buy	+14,599	New	+$265K	0.03%	209
2023 Q3	$212K	Sell	11,539 -373	-3%	-$7.66K	0.02%	228
2023 Q2	$239K	Buy	11,912 +200	+2%	+$4.15K	0.03%	231
2023 Q1	$257K	Sell	11,712 -5,586	-32%	-$139K	0.03%	209
2022 Q4	$434K	Hold	17,298	–	–	0.05%	166
2022 Q3	$396K	Buy	17,298 +5,586	+48%	+$148K	0.05%	175
2022 Q2	$303K	Sell	11,712 -3,489	-23%	-$106K	0.04%	209
2022 Q1	$522K	Sell	15,201 -889	-6%	-$29.9K	0.05%	176
2021 Q4	$581K	Buy	+16,090	New	+$555K	0.06%	168

Other funds holding DOC

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BTC Capital Management's DOC Position: Q2 2026 in Review

BTC Capital Management held its Healthpeak Properties (DOC) position steady in Q2 2026 at 12,806 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #197.

BTC Capital Management first reported a position in DOC in Q4 2021 and has held it in 13 quarters since. The position peaked at $581K in Q4 2021. 336 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

BTC Capital Management held 12,806 shares of Healthpeak Properties worth $274K as of Q2 2026.
BTC Capital Management left its Healthpeak Properties share count unchanged in Q2 2026.
Healthpeak Properties made up 0.02% of BTC Capital Management's portfolio in Q2 2026, its #197 holding.
BTC Capital Management first reported a position in Healthpeak Properties in Q4 2021 and has held it in 13 quarters since.
BTC Capital Management's Healthpeak Properties position peaked at $581K in Q4 2021.
336 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.