Chevy Chase Trust’s Healthpeak Properties DOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.12M Sell
332,877
-9,533
-3% -$178K 0.02% 465
2026
Q1
$5.63M Sell
342,410
-10,184
-3% -$175K 0.02% 494
2025
Q4
$5.67M Sell
352,594
-2,059
-0.6% -$36.3K 0.02% 499
2025
Q3
$6.79M Sell
354,653
-13,209
-4% -$237K 0.02% 468
2025
Q2
$6.44M Buy
367,862
+973
+0.3% +$17.3K 0.02% 472
2025
Q1
$7.42M Sell
366,889
-147
-0% -$2.97K 0.02% 454
2024
Q4
$7.44M Sell
367,036
-10,301
-3% -$223K 0.02% 461
2024
Q3
$8.63M Sell
377,337
-6,858
-2% -$148K 0.03% 434
2024
Q2
$7.53M Sell
384,195
-7,754
-2% -$148K 0.02% 435
2024
Q1
$7.35M Buy
391,949
+86,349
+28% +$1.57M 0.02% 456
2023
Q4
$6.05M Sell
305,600
-1,900
-0.6% -$33.4K 0.02% 482
2023
Q3
$5.65M Sell
307,500
-7,175
-2% -$147K 0.02% 472
2023
Q2
$6.32M Sell
314,675
-3,499
-1% -$72.6K 0.02% 468
2023
Q1
$6.99M Buy
318,174
+9,003
+3% +$223K 0.03% 445
2022
Q4
$7.75M Sell
309,171
-20,304
-6% -$494K 0.03% 423
2022
Q3
$7.55M Buy
329,475
+3,634
+1% +$96K 0.03% 427
2022
Q2
$8.44M Buy
325,841
+1,510
+0.5% +$45.8K 0.03% 413
2022
Q1
$11.1M Buy
324,331
+976
+0.3% +$32.9K 0.04% 378
2021
Q4
$11.7M Sell
323,355
-7,567
-2% -$261K 0.04% 389
2021
Q3
$11.1M Sell
330,922
-12,495
-4% -$442K 0.04% 390
2021
Q2
$11.4M Sell
343,417
-18,120
-5% -$608K 0.04% 392
2021
Q1
$11.5M Sell
361,537
-26,002
-7% -$790K 0.04% 391
2020
Q4
$11.7M Sell
387,539
-11,628
-3% -$338K 0.04% 363
2020
Q3
$10.8M Sell
399,167
-33,977
-8% -$931K 0.04% 350
2020
Q2
$11.9M Buy
433,144
+12,408
+3% +$317K 0.05% 333
2020
Q1
$10M Buy
420,736
+7,123
+2% +$232K 0.05% 341
2019
Q4
$14.3M Buy
413,613
+3,474
+0.8% +$122K 0.05% 341
2019
Q3
$14.6M Buy
410,139
+11,124
+3% +$376K 0.06% 321
2019
Q2
$12.8M Sell
399,015
-615
-0.2% -$19.1K 0.05% 344
2019
Q1
$11.9M Buy
399,630
+5,522
+1% +$168K 0.05% 365
2018
Q4
$11M Buy
394,108
+7,200
+2% +$199K 0.05% 341
2018
Q3
$10.2M Sell
386,908
-9,449
-2% -$248K 0.04% 407
2018
Q2
$10.2M Sell
396,357
-2,538
-0.6% -$59.8K 0.04% 411
2018
Q1
$9.27M Sell
398,895
-9,686
-2% -$225K 0.04% 426
2017
Q4
$10.7M Sell
408,581
-2,634
-0.6% -$69.8K 0.05% 401
2017
Q3
$11.4M Buy
411,215
+5,317
+1% +$160K 0.05% 368
2017
Q2
$13M Buy
405,898
+100
+0% +$3.17K 0.06% 323
2017
Q1
$12.7M Buy
405,798
+12,882
+3% +$396K 0.06% 323
2016
Q4
$11.7M Sell
392,916
-37,921
-9% -$1.16M 0.06% 326
2016
Q3
$14.9M Sell
430,837
-9,694
-2% -$339K 0.08% 275
2016
Q2
$14.2M Buy
440,531
+5,716
+1% +$178K 0.08% 282
2016
Q1
$12.9M Buy
434,815
+9,847
+2% +$295K 0.07% 298
2015
Q4
$14.8M Buy
424,968
+2,965
+0.7% +$99.2K 0.09% 262
2015
Q3
$14.3M Buy
422,003
+12,787
+3% +$442K 0.09% 263
2015
Q2
$13.6M Buy
409,216
+1,257
+0.3% +$45.8K 0.08% 275
2015
Q1
$16.1M Buy
407,959
+14,170
+4% +$569K 0.1% 247
2014
Q4
$15.8M Sell
393,789
-3,192
-0.8% -$127K 0.1% 240
2014
Q3
$14.4M Buy
396,981
+24,713
+7% +$937K 0.09% 241
2014
Q2
$14M Sell
372,268
-6,237
-2% -$235K 0.1% 233
2014
Q1
$13.4M Buy
378,505
+5,145
+1% +$178K 0.1% 243
2013
Q4
$12.3M Buy
373,360
+6,442
+2% +$230K 0.09% 246
2013
Q3
$13.7M Buy
366,918
+11,154
+3% +$435K 0.11% 210
2013
Q2
$14.7M Buy
+355,764
New +$16.2M 0.13% 181

Other funds holding DOC

Chevy Chase Trust's DOC Position: Q2 2026 in Review

Chevy Chase Trust reduced its Healthpeak Properties (DOC) stake by 2.8% in Q2 2026, selling an estimated $178K and leaving 332,877 shares worth $7.12M. The position accounts for 0.02% of the portfolio, ranked #465.

Chevy Chase Trust first reported a position in DOC in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.1M in Q1 2015. 757 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Chevy Chase Trust held 332,877 shares of Healthpeak Properties worth $7.12M as of Q2 2026.
  • Chevy Chase Trust sold 9,533 Healthpeak Properties shares in Q2 2026, an estimated $178K.
  • Healthpeak Properties made up 0.02% of Chevy Chase Trust's portfolio in Q2 2026, its #465 holding.
  • Chevy Chase Trust first reported a position in Healthpeak Properties in Q2 2013 and has held it in 53 quarters since.
  • Chevy Chase Trust's Healthpeak Properties position peaked at $16.1M in Q1 2015.
  • 757 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.