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Clean Yield Group’s Healthpeak Properties DOC Stock Holding History

Clean Yield 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
Q1 		$3.19M Sell
194,316
-15,542
-7% -$266K 0.9% 44
2025
Q4 		$3.37M Sell
209,858
-10,194
-5% -$180K 0.94% 39
2025
Q3 		$4.21M Sell
220,052
-17,156
-7% -$308K 1.19% 29
2025
Q2 		$4.15M Sell
237,208
-17,116
-7% -$304K 1.24% 29
2025
Q1 		$5.14M Sell
254,324
-7,396
-3% -$150K 1.68% 17
2024
Q4 		$5.31M Sell
261,720
-14,537
-5% -$315K 1.69% 13
2024
Q3 		$6.32M Sell
276,257
-107,045
-28% -$2.31M 2% 12
2024
Q2 		$7.51M Sell
383,302
-44,455
-10% -$849K 2.81% 6
2024
Q1 		$8.02M Buy
427,757
+183,900
+75% +$3.34M 3.12% 5
2023
Q4 		$4.83M Sell
243,857
-21,345
-8% -$375K 2.03% 14
2023
Q3 		$4.81M Buy
265,202
+704
+0.3% +$14.5K 2.13% 13
2023
Q2 		$5.32M Buy
264,498
+45,001
+21% +$934K 2.19% 13
2023
Q1 		$4.82M Buy
219,497
+10,250
+5% +$254K 2.05% 14
2022
Q4 		$5.25M Buy
209,247
+7,170
+4% +$174K 2.25% 10
2022
Q3 		$4.63M Buy
202,077
+24,699
+14% +$652K 2.15% 12
2022
Q2 		$4.6M Buy
177,378
+62,734
+55% +$1.9M 1.9% 13
2022
Q1 		$3.94M Buy
114,644
+8,226
+8% +$277K 1.39% 21
2021
Q4 		$3.84M Buy
106,418
+65
+0.1% +$2.24K 1.23% 28
2021
Q3 		$3.56M Sell
106,353
-3,215
-3% -$114K 1.17% 27
2021
Q2 		$3.65M Sell
109,568
-740
-0.7% -$24.8K 1.24% 26
2021
Q1 		$3.5M Sell
110,308
-565
-0.5% -$17.2K 1.32% 27
2020
Q4 		$3.35M Sell
110,873
-850
-0.8% -$24.7K 1.2% 23
2020
Q3 		$3.03M Buy
111,723
+3,025
+3% +$82.9K 1.23% 21
2020
Q2 		$3M Sell
108,698
-2,035
-2% -$51.9K 1.29% 22
2020
Q1 		$2.64M Buy
110,733
+26,173
+31% +$853K 1.25% 25
2019
Q4 		$2.92M Sell
84,560
-1,470
-2% -$51.4K 0.91% 33
2019
Q3 		$3.06M Sell
86,030
-40
-0% -$1.35K 1.01% 34
2019
Q2 		$2.75M Sell
86,070
-1,670
-2% -$51.9K 1% 36
2019
Q1 		$2.75M Sell
87,740
-1,995
-2% -$60.8K 1.11% 37
2018
Q4 		$2.51M Sell
89,735
-710
-0.8% -$19.7K 1.09% 36
2018
Q3 		$2.38M Sell
90,445
-1,130
-1% -$29.7K 0.95% 43
2018
Q2 		$2.36M Buy
91,575
+7,235
+9% +$171K 0.98% 40
2018
Q1 		$1.96M Buy
84,340
+65,955
+359% +$1.53M 0.83% 46
2017
Q4 		$479K Buy
18,385
+6,370
+53% +$169K 0.19% 99
2017
Q3 		$334K Sell
12,015
-14,915
-55% -$449K 0.14% 109
2017
Q2 		$855K Sell
26,930
-6,950
-21% -$220K 0.36% 70
2017
Q1 		$1.06M Sell
33,880
-810
-2% -$24.9K 0.45% 63
2016
Q4 		$1.03M Sell
34,690
-11,462
-25% -$349K 0.47% 68
2016
Q3 		$1.59M Sell
46,152
-4,685
-9% -$164K 0.69% 51
2016
Q2 		$1.64M Sell
50,837
-52,341
-51% -$1.63M 0.7% 51
2016
Q1 		$3.29M Sell
103,178
-10,612
-9% -$318K 1.46% 22
2015
Q4 		$3.83M Sell
113,790
-28,784
-20% -$963K 1.89% 12
2015
Q3 		$4.94M Buy
142,574
+7,378
+5% +$255K 2.33% 8
2015
Q2 		$4.49M Buy
135,196
+36,668
+37% +$1.33M 2.06% 9
2015
Q1 		$3.88M Buy
+98,528
New +$3.96M 1.66% 17

Other funds holding DOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Clean Yield Group's DOC Position: Q1 2026 in Review

Clean Yield Group reduced its Healthpeak Properties (DOC) stake by 7.4% in Q1 2026, selling an estimated $266K and leaving 194,316 shares worth $3.19M. The position accounts for 0.9% of the portfolio, ranked #44.

Clean Yield Group first reported a position in DOC in Q1 2015 and has held it in 45 quarters since. The position peaked at $8.02M in Q1 2024. 757 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • Clean Yield Group held 194,316 shares of Healthpeak Properties worth $3.19M as of Q1 2026.
  • Clean Yield Group sold 15,542 Healthpeak Properties shares in Q1 2026, an estimated $266K.
  • Healthpeak Properties made up 0.9% of Clean Yield Group's portfolio in Q1 2026, its #44 holding.
  • Clean Yield Group first reported a position in Healthpeak Properties in Q1 2015 and has held it in 45 quarters since.
  • Clean Yield Group's Healthpeak Properties position peaked at $8.02M in Q1 2024.
  • 757 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.