Cetera Trust Company’s Healthpeak Properties DOC Stock Holding History

Cetera Trust Company’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	$152K	Buy	9,270 +225	+2%	+$3.86K	0.09%	181
2025 Q4	$145K	Sell	9,045 -2,675	-23%	-$47.2K	0.08%	181
2025 Q3	$224K	Hold	11,720	–	–	0.13%	155
2025 Q2	$205K	Buy	11,720 +370	+3%	+$6.57K	0.12%	164
2025 Q1	$229K	Buy	11,350 +1,800	+19%	+$36.4K	0.15%	147
2024 Q4	$194K	Sell	9,550 -925	-9%	-$20K	0.13%	167
2024 Q3	$240K	Hold	10,475	–	–	0.15%	147
2024 Q2	$205K	Hold	10,475	–	–	0.13%	152
2024 Q1	$196K	Buy	10,475 +6,025	+135%	+$109K	0.12%	168
2023 Q4	$88.1K	Buy	+4,450	New	+$78.3K	0.05%	206

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

Cetera Trust Company's DOC Position: Q1 2026 in Review

Cetera Trust Company increased its Healthpeak Properties (DOC) stake by 2.5% in Q1 2026, buying an estimated $3.86K and bringing the position to 9,270 shares worth $152K. The position accounts for 0.09% of the portfolio, ranked #181.

Cetera Trust Company first reported a position in DOC in Q4 2023 and has held it in 10 quarters since. The position peaked at $240K in Q3 2024. 757 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

Cetera Trust Company held 9,270 shares of Healthpeak Properties worth $152K as of Q1 2026.
Cetera Trust Company bought 225 Healthpeak Properties shares in Q1 2026, an estimated $3.86K.
Healthpeak Properties made up 0.09% of Cetera Trust Company's portfolio in Q1 2026, its #181 holding.
Cetera Trust Company first reported a position in Healthpeak Properties in Q4 2023 and has held it in 10 quarters since.
Cetera Trust Company's Healthpeak Properties position peaked at $240K in Q3 2024.
757 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.