Caldwell Trust’s Healthpeak Properties DOC Stock Holding History

Caldwell Trust’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	$877	Buy	+41	New	+$765	﹤0.01%	796
2023 Q2	–	Sell	-500	Closed	-$11K	–	762
2023 Q1	$11K	Hold	500	–	–	﹤0.01%	614
2022 Q4	$12.5K	Hold	500	–	–	﹤0.01%	594
2022 Q3	$11.5K	Hold	500	–	–	﹤0.01%	595
2022 Q2	$13K	Sell	500 -100	-17%	-$3.03K	﹤0.01%	594
2022 Q1	$20.6K	Hold	600	–	–	﹤0.01%	562
2021 Q4	$21.7K	Hold	600	–	–	﹤0.01%	554
2021 Q3	$20.1K	Hold	600	–	–	﹤0.01%	561
2021 Q2	$20K	Hold	600	–	–	﹤0.01%	571
2021 Q1	$19K	Hold	600	–	–	﹤0.01%	562
2020 Q4	$18.1K	Sell	600 -645	-52%	-$18.8K	﹤0.01%	556
2020 Q3	$33.8K	Hold	1,245	–	–	0.01%	458
2020 Q2	$34.3K	Hold	1,245	–	–	0.01%	467
2020 Q1	$29.7K	Hold	1,245	–	–	0.01%	485
2019 Q4	$42.9K	Buy	+1,245	New	+$43.6K	0.01%	478

Other funds holding DOC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Caldwell Trust's DOC Position: Q2 2026 in Review

Caldwell Trust opened a new position in Healthpeak Properties (DOC) in Q2 2026: 41 shares worth $877. The stake represents ﹤0.01% of the portfolio and ranks #796 among its holdings. This is a return to the name: Caldwell Trust previously reported a position in DOC as recently as Q1 2023.

Caldwell Trust first reported a position in DOC in Q4 2019 and has held it in 15 quarters since. The position peaked at $42.9K in Q4 2019. 762 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Caldwell Trust held 41 shares of Healthpeak Properties worth $877 as of Q2 2026.
Healthpeak Properties was a new Caldwell Trust position in Q2 2026.
Healthpeak Properties made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #796 holding.
Caldwell Trust first reported a position in Healthpeak Properties in Q4 2019 and has held it in 15 quarters since.
Caldwell Trust's Healthpeak Properties position peaked at $42.9K in Q4 2019.
762 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.