Corient Private Wealth
DOC icon

Corient Private Wealth’s Healthpeak Properties DOC Stock Holding History

Corient Private Wealth’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 		$1.58M Sell
73,773
-13,000
-15% -$243K ﹤0.01% 1532
2026
Q1 		$1.42M Buy
86,773
+16,517
+24% +$283K ﹤0.01% 1447
2025
Q4 		$1.13M Buy
70,256
+2,376
+4% +$41.9K ﹤0.01% 1454
2025
Q3 		$1.3M Sell
67,880
-35,065
-34% -$629K ﹤0.01% 1291
2025
Q2 		$1.8M Sell
102,945
-154
-0.1% -$2.73K ﹤0.01% 1081
2025
Q1 		$2.08M Buy
103,099
+2,142
+2% +$43.3K ﹤0.01% 965
2024
Q4 		$2.05M Sell
100,957
-2,888
-3% -$62.6K ﹤0.01% 989
2024
Q3 		$2.37M Sell
103,845
-77,682
-43% -$1.67M ﹤0.01% 1022
2024
Q2 		$3.56M Buy
181,527
+29,868
+20% +$570K 0.01% 811
2024
Q1 		$2.84M Buy
151,659
+121,406
+401% +$2.21M 0.01% 873
2023
Q4 		$599K Buy
30,253
+16,812
+125% +$296K ﹤0.01% 1525
2023
Q3 		$247K Sell
13,441
-24,866
-65% -$511K ﹤0.01% 1830
2023
Q2 		$756K Buy
38,307
+13,035
+52% +$271K ﹤0.01% 1261
2023
Q1 		$555K Buy
25,272
+12,414
+97% +$308K ﹤0.01% 1328
2022
Q4 		$323K Buy
+12,858
New +$313K ﹤0.01% 1309

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 $3.38T AUM 44.17% 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

Corient Private Wealth's DOC Position: Q2 2026 in Review

Corient Private Wealth reduced its Healthpeak Properties (DOC) stake by 15% in Q2 2026, selling an estimated $243K and leaving 73,773 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1532.

Corient Private Wealth first reported a position in DOC in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.56M in Q2 2024. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Corient Private Wealth held 73,773 shares of Healthpeak Properties worth $1.58M as of Q2 2026.
  • Corient Private Wealth sold 13,000 Healthpeak Properties shares in Q2 2026, an estimated $243K.
  • Healthpeak Properties made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1532 holding.
  • Corient Private Wealth first reported a position in Healthpeak Properties in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Healthpeak Properties position peaked at $3.56M in Q2 2024.
  • 764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.