Covestor
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Covestor’s Healthpeak Properties DOC Stock Holding History

Covestor’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
Q3 		$17K Sell
843
-1,035
-55% -$22K 0.01% 1171
2026
Q2 		$40K Sell
1,878
-2,345
-56% -$43.8K 0.02% 907
2026
Q1 		$69K Buy
4,223
+1,891
+81% +$32.4K 0.05% 492
2025
Q4 		$38K Sell
2,332
-786
-25% -$13.9K 0.02% 1012
2025
Q3 		$60K Buy
3,118
+2,446
+364% +$43.9K 0.03% 830
2025
Q2 		$12K Sell
672
-4,078
-86% -$72.4K 0.01% 1461
2025
Q1 		$96K Buy
4,750
+2,935
+162% +$59.4K 0.06% 516
2024
Q4 		$37K Buy
1,815
+1,152
+174% +$25K 0.02% 965
2024
Q3 		$15K Sell
663
-22
-3% -$474 0.01% 1315
2024
Q2 		$13K Sell
685
-978
-59% -$18.7K 0.01% 1365
2024
Q1 		$31K Buy
1,663
+977
+142% +$17.8K 0.02% 1051
2023
Q4 		$14K Buy
686
+261
+61% +$4.59K 0.01% 1334
2023
Q3 		$8K Sell
425
-7
-2% -$144 0.01% 1536
2023
Q2 		$9K Buy
432
+19
+5% +$394 0.01% 1495
2023
Q1 		$9K Sell
413
-1
-0.2% -$25 0.01% 1355
2022
Q4 		$10K Sell
414
-30
-7% -$729 0.01% 1318
2022
Q3 		$10K Sell
444
-30
-6% -$792 0.01% 1254
2022
Q2 		$12K Sell
474
-42
-8% -$1.27K 0.01% 1139
2022
Q1 		$18K Buy
516
+248
+93% +$8.35K 0.01% 1091
2021
Q4 		$10K Buy
+268
New +$9.24K 0.01% 1017

Other funds holding DOC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Covestor's DOC Position: Q3 2026 in Review

Covestor reduced its Healthpeak Properties (DOC) stake by 55% in Q3 2026, selling an estimated $22K and leaving 843 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #1171.

Covestor first reported a position in DOC in Q4 2021 and has held it in 20 quarters since. The position peaked at $96K in Q1 2025. 647 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

  • Covestor held 843 shares of Healthpeak Properties worth $17K as of Q3 2026.
  • Covestor sold 1,035 Healthpeak Properties shares in Q3 2026, an estimated $22K.
  • Healthpeak Properties made up 0.01% of Covestor's portfolio in Q3 2026, its #1171 holding.
  • Covestor first reported a position in Healthpeak Properties in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Healthpeak Properties position peaked at $96K in Q1 2025.
  • 647 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.