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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
Q2 		$205K Buy
9,570
+300
+3% +$5.6K 0.1% 170
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
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

Cetera Trust Company's DOC Position: Q2 2026 in Review

Cetera Trust Company increased its Healthpeak Properties (DOC) stake by 3.2% in Q2 2026, buying an estimated $5.6K and bringing the position to 9,570 shares worth $205K. The position accounts for 0.1% of the portfolio, ranked #170.

Cetera Trust Company first reported a position in DOC in Q4 2023 and has held it in 11 quarters since. The position peaked at $240K in Q3 2024. 761 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Cetera Trust Company held 9,570 shares of Healthpeak Properties worth $205K as of Q2 2026.
  • Cetera Trust Company bought 300 Healthpeak Properties shares in Q2 2026, an estimated $5.6K.
  • Healthpeak Properties made up 0.1% of Cetera Trust Company's portfolio in Q2 2026, its #170 holding.
  • Cetera Trust Company first reported a position in Healthpeak Properties in Q4 2023 and has held it in 11 quarters since.
  • Cetera Trust Company's Healthpeak Properties position peaked at $240K in Q3 2024.
  • 761 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.