CT
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Clearstead Trust’s Healthpeak Properties DOC Stock Holding History

Clearstead Trust’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 		$29K Buy
1,357
+543
+67% +$10.1K ﹤0.01% 398
2026
Q1 		$13.4K Buy
814
+435
+115% +$7.45K ﹤0.01% 508
2025
Q4 		$6.09K Sell
379
-795
-68% -$14K ﹤0.01% 714
2025
Q3 		$22.5K Buy
1,174
+231
+24% +$4.14K ﹤0.01% 418
2025
Q2 		$16.5K Buy
943
+743
+372% +$13.2K ﹤0.01% 475
2025
Q1 		$4.04K Hold
200
– – ﹤0.01% 651
2024
Q4 		$4.05K Hold
200
– – ﹤0.01% 396
2024
Q3 		$4.57K Hold
200
– – ﹤0.01% 375
2024
Q2 		$3.92K Hold
200
– – ﹤0.01% 393
2024
Q1 		$3.75K Hold
200
– – ﹤0.01% 388
2023
Q4 		$3.96K Hold
200
– – ﹤0.01% 370
2023
Q3 		$3.67K Hold
200
– – ﹤0.01% 395
2023
Q2 		$4.02K Hold
200
– – ﹤0.01% 339
2023
Q1 		$4.39K Hold
200
– – ﹤0.01% 322
2022
Q4 		$5K Hold
200
– – ﹤0.01% 336
2022
Q3 		$5K Buy
+200
New +$5.28K ﹤0.01% 324
2017
Q1 		– Sell
-301
Closed -$9K – 131
2016
Q4 		$9K Buy
+301
New +$9.18K 0.01% 126

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

Clearstead Trust's DOC Position: Q2 2026 in Review

Clearstead Trust increased its Healthpeak Properties (DOC) stake by 67% in Q2 2026, buying an estimated $10.1K and bringing the position to 1,357 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Clearstead Trust first reported a position in DOC in Q4 2016 and has held it in 17 quarters since. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Clearstead Trust held 1,357 shares of Healthpeak Properties worth $29K as of Q2 2026.
  • Clearstead Trust bought 543 Healthpeak Properties shares in Q2 2026, an estimated $10.1K.
  • Healthpeak Properties made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #398 holding.
  • Clearstead Trust first reported a position in Healthpeak Properties in Q4 2016 and has held it in 17 quarters since.
  • 753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.