Coston McIsaac & Partners’s Healthpeak Properties DOC Stock Holding History

Coston McIsaac & Partners’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	$7K	Hold	345	–	–	﹤0.01%	637
2026 Q1	$5K	Buy	345 +2	+0.6%	+$34	﹤0.01%	669
2025 Q4	$5K	Buy	343 +6	+2%	+$106	﹤0.01%	655
2025 Q3	$6K	Buy	337 +5	+2%	+$90	﹤0.01%	611
2025 Q2	$5K	Buy	332 +6	+2%	+$107	﹤0.01%	603
2025 Q1	$6K	Buy	326 +5	+2%	+$101	﹤0.01%	565
2024 Q4	$6K	Buy	321 +5	+2%	+$108	﹤0.01%	560
2024 Q3	$7K	Buy	316 +4	+1%	+$86	﹤0.01%	554
2024 Q2	$6K	Buy	312 +4	+1%	+$76	﹤0.01%	541
2024 Q1	$5K	Buy	+308	New	+$5.6K	﹤0.01%	563
2023 Q3	–	Sell	-100	Closed	-$2K	–	730
2023 Q2	$2K	Hold	100	–	–	﹤0.01%	683
2023 Q1	$2K	Hold	100	–	–	﹤0.01%	679
2022 Q4	$2K	Hold	100	–	–	﹤0.01%	676
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	599
2022 Q2	$3K	Buy	+100	New	+$3.03K	﹤0.01%	389

Other funds holding DOC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Coston McIsaac & Partners's DOC Position: Q2 2026 in Review

Coston McIsaac & Partners held its Healthpeak Properties (DOC) position steady in Q2 2026 at 345 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Coston McIsaac & Partners first reported a position in DOC in Q2 2022 and has held it in 15 quarters since. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Coston McIsaac & Partners held 345 shares of Healthpeak Properties worth $7K as of Q2 2026.
Coston McIsaac & Partners left its Healthpeak Properties share count unchanged in Q2 2026.
Healthpeak Properties made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #637 holding.
Coston McIsaac & Partners first reported a position in Healthpeak Properties in Q2 2022 and has held it in 15 quarters since.
764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.