Commonwealth Equity Services’s Healthpeak Properties DOC Stock Holding History

Commonwealth Equity Services’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	$14.8M	Buy	692,527 +32,883	+5%	+$614K	0.02%	736
2026 Q1	$10.8M	Buy	659,644 +165,958	+34%	+$2.84M	0.02%	855
2025 Q4	$7.94M	Sell	493,686 -70,852	-13%	-$1.25M	0.01%	1021
2025 Q3	$10.8M	Buy	564,538 +270	+0%	+$4.84K	0.01%	881
2025 Q2	$9.88M	Buy	564,268 +58,284	+12%	+$1.04M	0.01%	913
2025 Q1	$10.2M	Buy	505,984 +29,382	+6%	+$594K	0.01%	851
2024 Q4	$9.66M	Buy	476,602 +12,727	+3%	+$276K	0.01%	850
2024 Q3	$10.6M	Sell	463,875 -574	-0.1%	-$12.4K	0.02%	794
2024 Q2	$9.1M	Buy	464,449 +2,216	+0.5%	+$42.3K	0.01%	845
2024 Q1	$8.67M	Buy	462,233 +93,010	+25%	+$1.69M	0.01%	857
2023 Q4	$7.31M	Buy	369,223 +2,640	+0.7%	+$46.4K	0.01%	889
2023 Q3	$6.73M	Buy	366,583 +12,324	+3%	+$253K	0.01%	866
2023 Q2	$7.12M	Buy	354,259 +17,472	+5%	+$363K	0.01%	852
2023 Q1	$7.4K	Buy	336,787 +20,622	+7%	+$511K	0.02%	817
2022 Q4	$7.93M	Buy	316,165 +23,475	+8%	+$571K	0.02%	738
2022 Q3	$6.71M	Buy	292,690 +23,623	+9%	+$624K	0.02%	761
2022 Q2	$6.97M	Buy	269,067 +8,998	+3%	+$273K	0.02%	744
2022 Q1	$8.93M	Buy	260,069 +6,902	+3%	+$232K	0.02%	667
2021 Q4	$9.14M	Sell	253,167 -4,008	-2%	-$138K	0.02%	634
2021 Q3	$8.61M	Buy	257,175 +9,835	+4%	+$348K	0.02%	618
2021 Q2	$8.23M	Buy	247,340 +11,675	+5%	+$392K	0.02%	630
2021 Q1	$7.48M	Buy	235,665 +3,835	+2%	+$116K	0.02%	610
2020 Q4	$7.01M	Buy	231,830 +5,551	+2%	+$162K	0.02%	597
2020 Q3	$6.14M	Sell	226,279 -17,877	-7%	-$490K	0.02%	590
2020 Q2	$6.73M	Sell	244,156 -4,596	-2%	-$117K	0.03%	528
2020 Q1	$5.93M	Sell	248,752 -14,785	-6%	-$482K	0.03%	494
2019 Q4	$9.08M	Sell	263,537 -6,235	-2%	-$218K	0.03%	436
2019 Q3	$9.61M	Sell	269,772 -4,061	-1%	-$137K	0.04%	396
2019 Q2	$8.76M	Sell	273,833 -6,293	-2%	-$196K	0.04%	405
2019 Q1	$8.77M	Sell	280,126 -29,590	-10%	-$901K	0.04%	386
2018 Q4	$8.65M	Sell	309,716 -8,621	-3%	-$239K	0.05%	354
2018 Q3	$8.38M	Buy	318,337 +3,370	+1%	+$88.6K	0.04%	385
2018 Q2	$8.13M	Sell	314,967 -734	-0.2%	-$17.3K	0.04%	362
2018 Q1	$7.33M	Buy	315,701 +27,524	+10%	+$639K	0.04%	369
2017 Q4	$7.52M	Sell	288,177 -17,428	-6%	-$462K	0.04%	368
2017 Q3	$8.51M	Sell	305,605 -40,934	-12%	-$1.23M	0.05%	310
2017 Q2	$11.1M	Sell	346,539 -2,097	-0.6%	-$66.5K	0.07%	244
2017 Q1	$10.9M	Sell	348,636 -45,687	-12%	-$1.4M	0.07%	242
2016 Q4	$11.7M	Sell	394,323 -9,832	-2%	-$300K	0.09%	213
2016 Q3	$14M	Sell	404,155 -1,957	-0.5%	-$68.5K	0.11%	188
2016 Q2	$13.1M	Sell	406,112 -12,143	-3%	-$377K	0.11%	180
2016 Q1	$12.4M	Buy	418,255 +42,312	+11%	+$1.27M	0.11%	182
2015 Q4	$13.1M	Buy	375,943 +17,533	+5%	+$587K	0.12%	171
2015 Q3	$12.2M	Buy	358,410 +24,628	+7%	+$852K	0.13%	164
2015 Q2	$11.1M	Sell	333,782 -65,024	-16%	-$2.37M	0.11%	189
2015 Q1	$15.7M	Buy	398,806 +48,888	+14%	+$1.96M	0.16%	129
2014 Q4	$14M	Buy	349,918 +28,772	+9%	+$1.14M	0.16%	132
2014 Q3	$11.6M	Buy	321,146 +52,544	+20%	+$1.99M	0.14%	139
2014 Q2	$10.1M	Buy	268,602 +13,068	+5%	+$492K	0.12%	159
2014 Q1	$9.03M	Buy	255,534 +42,995	+20%	+$1.48M	0.12%	158
2013 Q4	$7.03M	Buy	212,539 +7,949	+4%	+$283K	0.1%	194
2013 Q3	$7.63M	Buy	204,590 +21,946	+12%	+$856K	0.12%	159
2013 Q2	$7.56M	Buy	+182,644	New	+$8.33M	0.13%	154

Other funds holding DOC

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Commonwealth Equity Services's DOC Position: Q2 2026 in Review

Commonwealth Equity Services increased its Healthpeak Properties (DOC) stake by 5% in Q2 2026, buying an estimated $614K and bringing the position to 692,527 shares worth $14.8M. The position accounts for 0.02% of the portfolio, ranked #736.

Commonwealth Equity Services first reported a position in DOC in Q2 2013 and has held it in 53 quarters since. The position peaked at $15.7M in Q1 2015. 234 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Commonwealth Equity Services held 692,527 shares of Healthpeak Properties worth $14.8M as of Q2 2026.
Commonwealth Equity Services bought 32,883 Healthpeak Properties shares in Q2 2026, an estimated $614K.
Healthpeak Properties made up 0.02% of Commonwealth Equity Services's portfolio in Q2 2026, its #736 holding.
Commonwealth Equity Services first reported a position in Healthpeak Properties in Q2 2013 and has held it in 53 quarters since.
Commonwealth Equity Services's Healthpeak Properties position peaked at $15.7M in Q1 2015.
234 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.