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Coldstream Capital Management’s Healthpeak Properties DOC Stock Holding History

Coldstream Capital Management’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 		$466K Sell
21,782
-3,226
-13% -$60.2K 0.01% 767
2026
Q1 		$411K Buy
25,008
+1,728
+7% +$29.6K 0.01% 804
2025
Q4 		$374K Sell
23,280
-11,366
-33% -$200K ﹤0.01% 827
2025
Q3 		$663K Buy
34,646
+4,970
+17% +$89.1K 0.01% 615
2025
Q2 		$520K Sell
29,676
-5,318
-15% -$94.4K 0.01% 639
2025
Q1 		$708K Buy
34,994
+2,113
+6% +$42.7K 0.02% 474
2024
Q4 		$667K Sell
32,881
-576
-2% -$12.5K 0.01% 494
2024
Q3 		$763K Buy
33,457
+3,554
+12% +$76.6K 0.02% 458
2024
Q2 		$586K Buy
29,903
+2,059
+7% +$39.3K 0.01% 493
2024
Q1 		$522K Buy
27,844
+13,301
+91% +$242K 0.01% 534
2023
Q4 		$288K Buy
+14,543
New +$256K 0.01% 721
2023
Q2 		– Sell
-9,493
Closed -$209K – 831
2023
Q1 		$209K Sell
9,493
-2,090
-18% -$51.8K 0.01% 771
2022
Q4 		$290K Buy
+11,583
New +$282K 0.01% 610
2022
Q2 		$204K Buy
7,888
+765
+11% +$23.2K 0.01% 728
2022
Q1 		$245K Sell
7,123
-993
-12% -$33.4K 0.01% 659
2021
Q4 		$293K Buy
+8,116
New +$280K 0.01% 623

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

Coldstream Capital Management's DOC Position: Q2 2026 in Review

Coldstream Capital Management reduced its Healthpeak Properties (DOC) stake by 13% in Q2 2026, selling an estimated $60.2K and leaving 21,782 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #767.

Coldstream Capital Management first reported a position in DOC in Q4 2021 and has held it in 16 quarters since. The position peaked at $763K in Q3 2024. 757 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Coldstream Capital Management held 21,782 shares of Healthpeak Properties worth $466K as of Q2 2026.
  • Coldstream Capital Management sold 3,226 Healthpeak Properties shares in Q2 2026, an estimated $60.2K.
  • Healthpeak Properties made up 0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #767 holding.
  • Coldstream Capital Management first reported a position in Healthpeak Properties in Q4 2021 and has held it in 16 quarters since.
  • Coldstream Capital Management's Healthpeak Properties position peaked at $763K in Q3 2024.
  • 757 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.