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Chicago Partners Investment Group’s Healthpeak Properties DOC Stock Holding History

Chicago Partners Investment Group’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 		$379K Buy
17,147
+2,753
+19% +$51.4K 0.01% 1138
2026
Q1 		$235K Buy
14,394
+4,314
+43% +$73.9K 0.01% 1259
2025
Q4 		$182K Sell
10,080
-907
-8% -$16K ﹤0.01% 1240
2025
Q3 		$198K Buy
10,987
+214
+2% +$3.84K 0.01% 1164
2025
Q2 		$205K Buy
+10,773
New +$191K 0.01% 1041
2018
Q4 		– Sell
-4,525
Closed -$122K – 479
2018
Q3 		$122K Hold
4,525
– – 0.02% 374
2018
Q2 		$117K Hold
4,525
– – 0.02% 358
2018
Q1 		$105K Hold
4,525
– – 0.02% 347
2017
Q4 		$118K Hold
4,525
– – 0.02% 337
2017
Q3 		$126K Buy
4,525
+1,000
+28% +$30.1K 0.02% 316
2017
Q2 		$113K Buy
3,525
+2,525
+253% +$80K 0.03% 264
2017
Q1 		$31K Sell
1,000
-3,525
-78% -$108K 0.01% 361
2016
Q4 		$134K Sell
4,525
-1,541
-25% -$47K 0.05% 205
2016
Q3 		$210K Hold
6,066
– – 0.08% 166
2016
Q2 		$195K Hold
6,066
– – 0.09% 134
2016
Q1 		$180K Sell
6,066
-3,020
-33% -$90.6K 0.09% 137
2015
Q4 		$316K Buy
9,086
+3,020
+50% +$101K 0.15% 106
2015
Q3 		$206K Hold
6,066
– – 0.11% 120
2015
Q2 		$201K Buy
6,066
+113
+2% +$4.11K 0.09% 133
2015
Q1 		$239K Buy
5,953
+3,400
+133% +$136K 0.11% 114
2014
Q4 		$102K Buy
+2,553
New +$101K 0.04% 178

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Chicago Partners Investment Group's DOC Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Healthpeak Properties (DOC) stake by 19% in Q2 2026, buying an estimated $51.4K and bringing the position to 17,147 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #1138.

Chicago Partners Investment Group first reported a position in DOC in Q4 2014 and has held it in 21 quarters since. 755 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Chicago Partners Investment Group held 17,147 shares of Healthpeak Properties worth $379K as of Q2 2026.
  • Chicago Partners Investment Group bought 2,753 Healthpeak Properties shares in Q2 2026, an estimated $51.4K.
  • Healthpeak Properties made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1138 holding.
  • Chicago Partners Investment Group first reported a position in Healthpeak Properties in Q4 2014 and has held it in 21 quarters since.
  • 755 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.