Douglas Lane & Associates
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Douglas Lane & Associates’s Healthpeak Properties DOC Stock Holding History

Douglas Lane & Associates’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 		$48.5M Sell
2,428,167
-420,969
-15% -$8.93M 0.65% 62
2026
Q2 		$61M Sell
2,849,136
-116,023
-4% -$2.17M 0.83% 43
2026
Q1 		$48.7M Buy
2,965,159
+163,306
+6% +$2.8M 0.7% 60
2025
Q4 		$45.1M Sell
2,801,853
-548,687
-16% -$9.7M 0.62% 67
2025
Q3 		$64.2M Buy
3,350,540
+275,491
+9% +$4.94M 0.89% 41
2025
Q2 		$53.8M Buy
3,075,049
+282,199
+10% +$5.01M 0.78% 51
2025
Q1 		$56.5M Buy
2,792,850
+218,395
+8% +$4.42M 0.83% 49
2024
Q4 		$52.2M Buy
2,574,455
+1,090,130
+73% +$23.6M 0.74% 53
2024
Q3 		$33.9M Buy
1,484,325
+1,248,039
+528% +$26.9M 0.47% 85
2024
Q2 		$4.63M Buy
+236,286
New +$4.51M 0.07% 132

Other funds holding DOC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Alpha Omega Wealth Management
Alpha Omega Wealth Management Richmond, Virginia $665M AUM 18.39% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Douglas Lane & Associates's DOC Position: Q3 2026 in Review

Douglas Lane & Associates reduced its Healthpeak Properties (DOC) stake by 15% in Q3 2026, selling an estimated $8.93M and leaving 2,428,167 shares worth $48.5M. The position accounts for 0.65% of the portfolio, ranked #62.

Douglas Lane & Associates first reported a position in DOC in Q2 2024 and has held it in 10 quarters since. The position peaked at $64.2M in Q3 2025. 173 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

  • Douglas Lane & Associates held 2,428,167 shares of Healthpeak Properties worth $48.5M as of Q3 2026.
  • Douglas Lane & Associates sold 420,969 Healthpeak Properties shares in Q3 2026, an estimated $8.93M.
  • Healthpeak Properties made up 0.65% of Douglas Lane & Associates's portfolio in Q3 2026, its #62 holding.
  • Douglas Lane & Associates first reported a position in Healthpeak Properties in Q2 2024 and has held it in 10 quarters since.
  • Douglas Lane & Associates's Healthpeak Properties position peaked at $64.2M in Q3 2025.
  • 173 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on Douglas Lane & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.