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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Carret Asset Management's DOC Position: Q1 2026 in Review

Carret Asset Management increased its Healthpeak Properties (DOC) stake by 11% in Q1 2026, buying an estimated $59.1K and bringing the position to 34,659 shares worth $569K. The position accounts for 0.06% of the portfolio, ranked #195.

Carret Asset Management first reported a position in DOC in Q1 2024 and has held it in 9 quarters since. The position peaked at $817K in Q3 2024. 757 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

Carret Asset Management held 34,659 shares of Healthpeak Properties worth $569K as of Q1 2026.
Carret Asset Management bought 3,446 Healthpeak Properties shares in Q1 2026, an estimated $59.1K.
Healthpeak Properties made up 0.06% of Carret Asset Management's portfolio in Q1 2026, its #195 holding.
Carret Asset Management first reported a position in Healthpeak Properties in Q1 2024 and has held it in 9 quarters since.
Carret Asset Management's Healthpeak Properties position peaked at $817K in Q3 2024.
757 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Carret Asset Management's 13F filing for Q1 2026, filed 15 May 2026.