Cerity Partners
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Cerity Partners’s Healthpeak Properties DOC Stock Holding History

Cerity Partners’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 		$5.19M Buy
242,389
+23,319
+11% +$435K 0.01% 1088
2026
Q1 		$3.6M Buy
219,070
+60,429
+38% +$1.04M 0.01% 1167
2025
Q4 		$2.55M Sell
158,641
-17,265
-10% -$304K ﹤0.01% 1265
2025
Q3 		$3.37M Sell
175,906
-860
-0.5% -$15.4K 0.01% 1047
2025
Q2 		$3.1M Sell
176,766
-29,310
-14% -$521K 0.01% 1026
2025
Q1 		$4.17M Buy
206,076
+3,942
+2% +$79.7K 0.01% 799
2024
Q4 		$4.48M Sell
202,134
-18,713
-8% -$406K 0.01% 755
2024
Q3 		$5.05M Buy
220,847
+78,383
+55% +$1.69M 0.01% 693
2024
Q2 		$2.79M Sell
142,464
-13,260
-9% -$253K 0.01% 787
2024
Q1 		$2.92M Buy
155,724
+127,968
+461% +$2.33M 0.01% 823
2023
Q4 		$550K Buy
+27,756
New +$488K ﹤0.01% 1235
2023
Q3 		– Sell
-22,096
Closed -$444K – 1470
2023
Q2 		$444K Buy
22,096
+5,535
+33% +$115K ﹤0.01% 1231
2023
Q1 		$364K Sell
16,561
-622
-4% -$15.4K ﹤0.01% 1444
2022
Q4 		$431K Buy
+17,183
New +$418K ﹤0.01% 1000

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

Cerity Partners's DOC Position: Q2 2026 in Review

Cerity Partners increased its Healthpeak Properties (DOC) stake by 11% in Q2 2026, buying an estimated $435K and bringing the position to 242,389 shares worth $5.19M. The position accounts for 0.01% of the portfolio, ranked #1088.

Cerity Partners first reported a position in DOC in Q4 2022 and has held it in 14 quarters since. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Cerity Partners held 242,389 shares of Healthpeak Properties worth $5.19M as of Q2 2026.
  • Cerity Partners bought 23,319 Healthpeak Properties shares in Q2 2026, an estimated $435K.
  • Healthpeak Properties made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1088 holding.
  • Cerity Partners first reported a position in Healthpeak Properties in Q4 2022 and has held it in 14 quarters since.
  • 764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.