Carret Asset Management
DOC icon

Carret Asset Management’s Healthpeak Properties DOC Stock Holding History

Carret Asset 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
Q3 		$713K Sell
35,709
-200
-0.6% -$4.24K 0.06% 186
2026
Q2 		$768K Buy
35,909
+1,250
+4% +$23.3K 0.07% 178
2026
Q1 		$569K Buy
34,659
+3,446
+11% +$59.1K 0.06% 195
2025
Q4 		$502K Sell
31,213
-2,696
-8% -$47.5K 0.05% 204
2025
Q3 		$649K Sell
33,909
-550
-2% -$9.9K 0.06% 184
2025
Q2 		$603K Buy
34,459
+2,240
+7% +$39.8K 0.06% 185
2025
Q1 		$651K Sell
32,219
-202
-0.6% -$4.09K 0.07% 177
2024
Q4 		$657K Sell
32,421
-3,300
-9% -$71.5K 0.07% 176
2024
Q3 		$817K Sell
35,721
-4,644
-12% -$100K 0.09% 164
2024
Q2 		$791K Sell
40,365
-239
-0.6% -$4.56K 0.09% 156
2024
Q1 		$761K Buy
+40,604
New +$738K 0.09% 162

Other funds holding DOC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Carret Asset Management's DOC Position: Q3 2026 in Review

Carret Asset Management reduced its Healthpeak Properties (DOC) stake by 0.56% in Q3 2026, selling an estimated $4.24K and leaving 35,709 shares worth $713K. The position accounts for 0.06% of the portfolio, ranked #186.

Carret Asset Management first reported a position in DOC in Q1 2024 and has held it in 11 quarters since. The position peaked at $817K in Q3 2024. 565 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

  • Carret Asset Management held 35,709 shares of Healthpeak Properties worth $713K as of Q3 2026.
  • Carret Asset Management sold 200 Healthpeak Properties shares in Q3 2026, an estimated $4.24K.
  • Healthpeak Properties made up 0.06% of Carret Asset Management's portfolio in Q3 2026, its #186 holding.
  • Carret Asset Management first reported a position in Healthpeak Properties in Q1 2024 and has held it in 11 quarters since.
  • Carret Asset Management's Healthpeak Properties position peaked at $817K in Q3 2024.
  • 565 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on Carret Asset Management's 13F filing for Q3 2026, filed 4 Nov 2026.