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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
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% -$9.86K 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

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

Carret Asset Management's DOC Position: Q2 2026 in Review

Carret Asset Management increased its Healthpeak Properties (DOC) stake by 3.6% in Q2 2026, buying an estimated $23.3K and bringing the position to 35,909 shares worth $768K. The position accounts for 0.07% of the portfolio, ranked #178.

Carret Asset Management first reported a position in DOC in Q1 2024 and has held it in 10 quarters since. The position peaked at $817K in Q3 2024. 761 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Carret Asset Management held 35,909 shares of Healthpeak Properties worth $768K as of Q2 2026.
  • Carret Asset Management bought 1,250 Healthpeak Properties shares in Q2 2026, an estimated $23.3K.
  • Healthpeak Properties made up 0.07% of Carret Asset Management's portfolio in Q2 2026, its #178 holding.
  • Carret Asset Management first reported a position in Healthpeak Properties in Q1 2024 and has held it in 10 quarters since.
  • Carret Asset Management's Healthpeak Properties position peaked at $817K in Q3 2024.
  • 761 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Carret Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.