CFO
DOC icon

CVA Family Office’s Healthpeak Properties DOC Stock Holding History

CVA Family Office’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 		$54.9K Sell
2,565
-995
-28% -$18.6K 0.01% 588
2026
Q1 		$58.5K Buy
3,560
+509
+17% +$8.72K 0.01% 566
2025
Q4 		$49.1K Sell
3,051
-1,082
-26% -$19.1K 0.01% 555
2025
Q3 		$79.1K Sell
4,133
-340
-8% -$6.1K 0.01% 463
2025
Q2 		$78.3K Buy
4,473
+981
+28% +$17.4K 0.01% 454
2025
Q1 		$70.6K Buy
3,492
+460
+15% +$9.3K 0.01% 450
2024
Q4 		$61.5K Sell
3,032
-375
-11% -$8.13K 0.01% 484
2024
Q3 		$77.9K Sell
3,407
-410
-11% -$8.84K 0.01% 423
2024
Q2 		$74.8K Buy
3,817
+588
+18% +$11.2K 0.01% 416
2024
Q1 		$60.5K Buy
3,229
+280
+9% +$5.09K 0.01% 454
2023
Q4 		$58.4K Buy
+2,949
New +$51.9K 0.01% 443
2023
Q3 		– Sell
-1,891
Closed -$38K – 421
2023
Q2 		$38K Buy
1,891
+1,240
+190% +$25.7K 0.01% 505
2023
Q1 		$14.3K Sell
651
-855
-57% -$21.2K ﹤0.01% 648
2022
Q4 		$37.8K Buy
1,506
+845
+128% +$20.5K 0.01% 462
2022
Q3 		$15K Buy
661
+86
+15% +$2.27K ﹤0.01% 575
2022
Q2 		$15K Sell
575
-460
-44% -$13.9K ﹤0.01% 585
2022
Q1 		$36K Sell
1,035
-1,736
-63% -$58.5K 0.01% 457
2021
Q4 		$100K Buy
2,771
+710
+34% +$24.5K 0.02% 250
2021
Q3 		$56K Sell
2,061
-650
-24% -$23K 0.04% 169
2021
Q2 		$90K Buy
2,711
+190
+8% +$6.38K 0.03% 255
2021
Q1 		$80K Buy
2,521
+460
+22% +$14K 0.03% 209
2020
Q4 		$62K Hold
2,061
– – 0.04% 168
2020
Q3 		$56K Hold
2,061
– – 0.04% 169
2020
Q2 		$57K Buy
2,061
+321
+18% +$8.19K 0.05% 153
2020
Q1 		$41K Buy
+1,740
New +$56.7K 0.04% 154

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

CVA Family Office's DOC Position: Q2 2026 in Review

CVA Family Office reduced its Healthpeak Properties (DOC) stake by 28% in Q2 2026, selling an estimated $18.6K and leaving 2,565 shares worth $54.9K. The position accounts for 0.01% of the portfolio, ranked #588.

CVA Family Office first reported a position in DOC in Q1 2020 and has held it in 25 quarters since. The position peaked at $100K in Q4 2021. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • CVA Family Office held 2,565 shares of Healthpeak Properties worth $54.9K as of Q2 2026.
  • CVA Family Office sold 995 Healthpeak Properties shares in Q2 2026, an estimated $18.6K.
  • Healthpeak Properties made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #588 holding.
  • CVA Family Office first reported a position in Healthpeak Properties in Q1 2020 and has held it in 25 quarters since.
  • CVA Family Office's Healthpeak Properties position peaked at $100K in Q4 2021.
  • 753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.