Diversified Trust’s Healthpeak Properties DOC Stock Holding History

Diversified Trust’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	$211K	Buy	+10,563	New	+$224K	﹤0.01%	962
2025 Q4	–	Sell	-12,204	Closed	-$234K	–	1055
2025 Q3	$234K	Buy	+12,204	New	+$219K	﹤0.01%	877
2025 Q2	–	Sell	-11,709	Closed	-$237K	–	955
2025 Q1	$237K	Sell	11,709 -12,379	-51%	-$250K	0.01%	798
2024 Q4	$488K	Buy	24,088 +14,027	+139%	+$304K	0.01%	605
2024 Q3	$230K	Sell	10,061 -143	-1%	-$3.08K	0.01%	808
2024 Q2	$200K	Buy	+10,204	New	+$195K	0.01%	789

Other funds holding DOC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Diversified Trust's DOC Position: Q3 2026 in Review

Diversified Trust opened a new position in Healthpeak Properties (DOC) in Q3 2026: 10,563 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #962 among its holdings. This is a return to the name: Diversified Trust previously reported a position in DOC as recently as Q3 2025.

Diversified Trust first reported a position in DOC in Q2 2024 and has held it in 6 quarters since. The position peaked at $488K in Q4 2024. 422 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

Diversified Trust held 10,563 shares of Healthpeak Properties worth $211K as of Q3 2026.
Healthpeak Properties was a new Diversified Trust position in Q3 2026.
Healthpeak Properties made up ﹤0.01% of Diversified Trust's portfolio in Q3 2026, its #962 holding.
Diversified Trust first reported a position in Healthpeak Properties in Q2 2024 and has held it in 6 quarters since.
Diversified Trust's Healthpeak Properties position peaked at $488K in Q4 2024.
422 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.