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Caldwell Sutter Capital’s Healthpeak Properties DOC Stock Holding History

Caldwell Sutter Capital’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 		$8.56K Hold
400
– – ﹤0.01% 633
2026
Q1 		$6.57K Hold
400
– – ﹤0.01% 609
2025
Q4 		$6.43K Hold
400
– – ﹤0.01% 604
2025
Q3 		$7.66K Hold
400
– – ﹤0.01% 589
2025
Q2 		$7K Hold
400
– – ﹤0.01% 582
2025
Q1 		$8.09K Hold
400
– – ﹤0.01% 568
2024
Q4 		$8.11K Hold
400
– – ﹤0.01% 576
2024
Q3 		$9.15K Hold
400
– – ﹤0.01% 566
2024
Q2 		$7.84K Hold
400
– – ﹤0.01% 581
2024
Q1 		$7.5K Buy
+400
New +$7.27K ﹤0.01% 580

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

Caldwell Sutter Capital's DOC Position: Q2 2026 in Review

Caldwell Sutter Capital held its Healthpeak Properties (DOC) position steady in Q2 2026 at 400 shares worth $8.56K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Caldwell Sutter Capital first reported a position in DOC in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.15K in Q3 2024. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Caldwell Sutter Capital held 400 shares of Healthpeak Properties worth $8.56K as of Q2 2026.
  • Caldwell Sutter Capital left its Healthpeak Properties share count unchanged in Q2 2026.
  • Healthpeak Properties made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #633 holding.
  • Caldwell Sutter Capital first reported a position in Healthpeak Properties in Q1 2024 and has held it in 10 quarters since.
  • Caldwell Sutter Capital's Healthpeak Properties position peaked at $9.15K in Q3 2024.
  • 753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.