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Cape Investment Advisory’s Healthpeak Properties DOC Stock Holding History

Cape Investment Advisory’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 		$172K Buy
+8,060
New +$150K 0.05% 253
2026
Q1 		– Sell
-9,240
Closed -$149K – 448
2025
Q4 		$149K Buy
9,240
+221
+2% +$3.9K 0.05% 240
2025
Q3 		$173K Buy
+9,019
New +$162K 0.17% 123

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 $3.38T AUM 44.17% 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

Cape Investment Advisory's DOC Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Healthpeak Properties (DOC) in Q2 2026: 8,060 shares worth $172K. The stake represents 0.05% of the portfolio and ranks #253 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in DOC as recently as Q4 2025.

Cape Investment Advisory first reported a position in DOC in Q3 2025 and has held it in 3 quarters since. The position peaked at $173K in Q3 2025. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Cape Investment Advisory held 8,060 shares of Healthpeak Properties worth $172K as of Q2 2026.
  • Healthpeak Properties was a new Cape Investment Advisory position in Q2 2026.
  • Healthpeak Properties made up 0.05% of Cape Investment Advisory's portfolio in Q2 2026, its #253 holding.
  • Cape Investment Advisory first reported a position in Healthpeak Properties in Q3 2025 and has held it in 3 quarters since.
  • Cape Investment Advisory's Healthpeak Properties position peaked at $173K in Q3 2025.
  • 764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.