City State Bank’s Healthpeak Properties DOC Stock Holding History

City State Bank’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	$4.39K	Hold	205	–	–	﹤0.01%	663
2026 Q1	$3.37K	Hold	205	–	–	﹤0.01%	656
2025 Q4	$3.3K	Hold	205	–	–	﹤0.01%	647
2025 Q3	$3.93K	Hold	205	–	–	﹤0.01%	620
2025 Q2	$3.59K	Sell	205 -140	-41%	-$2.49K	﹤0.01%	631
2025 Q1	$6.98K	Hold	345	–	–	﹤0.01%	546
2024 Q4	$6.99K	Sell	345 -200	-37%	-$4.33K	﹤0.01%	536
2024 Q3	$12.5K	Sell	545 -425	-44%	-$9.16K	﹤0.01%	479
2024 Q2	$19K	Sell	970 -565	-37%	-$10.8K	0.01%	420
2024 Q1	$29K	Sell	1,535 -500	-25%	-$9.09K	0.01%	369
2023 Q4	$40K	Sell	2,035 -1,050	-34%	-$18.5K	0.02%	322
2023 Q3	$57K	Sell	3,085 -150	-5%	-$3.08K	0.03%	277
2023 Q2	$65K	Hold	3,235	–	–	0.04%	266
2023 Q1	$71K	Sell	3,235 -150	-4%	-$3.72K	0.04%	254
2022 Q4	$85K	Sell	3,385 -175	-5%	-$4.25K	0.05%	228
2022 Q3	$82K	Sell	3,560 -68	-2%	-$1.8K	0.06%	218
2022 Q2	$94K	Hold	3,628	–	–	0.07%	210
2022 Q1	$125K	Hold	3,628	–	–	0.08%	199
2021 Q4	$131K	Buy	+3,628	New	+$125K	0.08%	201

Other funds holding DOC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

City State Bank's DOC Position: Q2 2026 in Review

City State Bank held its Healthpeak Properties (DOC) position steady in Q2 2026 at 205 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

City State Bank first reported a position in DOC in Q4 2021 and has held it in 19 quarters since. The position peaked at $131K in Q4 2021. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

City State Bank held 205 shares of Healthpeak Properties worth $4.39K as of Q2 2026.
City State Bank left its Healthpeak Properties share count unchanged in Q2 2026.
Healthpeak Properties made up ﹤0.01% of City State Bank's portfolio in Q2 2026, its #663 holding.
City State Bank first reported a position in Healthpeak Properties in Q4 2021 and has held it in 19 quarters since.
City State Bank's Healthpeak Properties position peaked at $131K in Q4 2021.
759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.