CT
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Colonial Trust’s Healthpeak Properties DOC Stock Holding History

Colonial 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
Q1 		– Sell
-13
Closed -$209 – 1146
2025
Q4 		$209 Hold
13
– – ﹤0.01% 1078
2025
Q3 		$249 Sell
13
-1
-7% -$18 ﹤0.01% 1071
2025
Q2 		$243 Sell
14
-12
-46% -$213 ﹤0.01% 1079
2025
Q1 		$525 Hold
26
– – ﹤0.01% 1044
2024
Q4 		$519 Buy
26
+13
+100% +$282 ﹤0.01% 1285
2024
Q3 		$294 Buy
+13
New +$280 ﹤0.01% 1090

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Colonial Trust's DOC Position: Q1 2026 in Review

Colonial Trust sold out of Healthpeak Properties (DOC) in Q1 2026, closing a stake of 13 shares — an estimated $209 sold.

Colonial Trust first reported a position in DOC in Q3 2024 and held it in 6 quarters. The position peaked at $525 in Q1 2025. 761 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • Colonial Trust reported no remaining Healthpeak Properties position as of Q1 2026 after selling out during the quarter.
  • Colonial Trust sold 13 Healthpeak Properties shares in Q1 2026, an estimated $209.
  • Colonial Trust first reported a position in Healthpeak Properties in Q3 2024 and held it in 6 quarters.
  • Colonial Trust's Healthpeak Properties position peaked at $525 in Q1 2025.
  • 761 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Colonial Trust's 13F filing for Q1 2026, filed 12 May 2026.