C
DOC icon

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
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 $6.73T 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 $3.37T AUM 44.26% 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

Covestor's DOC Position: Q2 2026 in Review

Covestor reduced its Healthpeak Properties (DOC) stake by 56% in Q2 2026, selling an estimated $43.8K and leaving 1,878 shares worth $40K. The position accounts for 0.02% of the portfolio, ranked #907.

Covestor first reported a position in DOC in Q4 2021 and has held it in 19 quarters since. The position peaked at $96K in Q1 2025. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Covestor held 1,878 shares of Healthpeak Properties worth $40K as of Q2 2026.
  • Covestor sold 2,345 Healthpeak Properties shares in Q2 2026, an estimated $43.8K.
  • Healthpeak Properties made up 0.02% of Covestor's portfolio in Q2 2026, its #907 holding.
  • Covestor first reported a position in Healthpeak Properties in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Healthpeak Properties position peaked at $96K in Q1 2025.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.