Edgestream Partners’s Healthpeak Properties DOC Stock Holding History

Edgestream Partners’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	$1.2M	Buy	+56,106	New	+$1.05M	0.04%	631
2025 Q4	–	Sell	-99,797	Closed	-$1.91M	–	986
2025 Q3	$1.91M	Buy	+99,797	New	+$1.79M	0.06%	540
2024 Q4	–	Sell	-8,986	Closed	-$206K	–	903
2024 Q3	$206K	Buy	+8,986	New	+$194K	0.01%	810
2023 Q3	–	Sell	-40,925	Closed	-$823K	–	846
2023 Q2	$823K	Sell	40,925 -87,644	-68%	-$1.82M	0.07%	402
2023 Q1	$2.82M	Buy	+128,569	New	+$3.19M	0.31%	77
2022 Q4	–	Sell	-98,912	Closed	-$2.27M	–	533
2022 Q3	$2.27M	Sell	98,912 -270,041	-73%	-$7.13M	0.18%	181
2022 Q2	$9.56M	Buy	368,953 +268,994	+269%	+$8.15M	0.75%	15
2022 Q1	$3.43M	Buy	+99,959	New	+$3.37M	0.27%	123
2021 Q2	–	Sell	-6,389	Closed	-$203K	–	461
2021 Q1	$203K	Buy	+6,389	New	+$194K	0.01%	366
2020 Q4	–	Sell	-107,061	Closed	-$2.91M	–	370
2020 Q3	$2.91M	Buy	+107,061	New	+$2.93M	0.19%	161
2020 Q1	–	Sell	-5,802	Closed	-$200K	–	317
2019 Q4	$200K	Buy	+5,802	New	+$203K	0.01%	306
2018 Q2	–	Sell	-33,093	Closed	-$769K	–	267
2018 Q1	$769K	Buy	+33,093	New	+$769K	0.15%	157

Other funds holding DOC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Edgestream Partners's DOC Position: Q2 2026 in Review

Edgestream Partners opened a new position in Healthpeak Properties (DOC) in Q2 2026: 56,106 shares worth $1.2M. The stake represents 0.04% of the portfolio and ranks #631 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in DOC as recently as Q3 2025.

Edgestream Partners first reported a position in DOC in Q1 2018 and has held it in 12 quarters since. The position peaked at $9.56M in Q2 2022. 758 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Edgestream Partners held 56,106 shares of Healthpeak Properties worth $1.2M as of Q2 2026.
Healthpeak Properties was a new Edgestream Partners position in Q2 2026.
Healthpeak Properties made up 0.04% of Edgestream Partners's portfolio in Q2 2026, its #631 holding.
Edgestream Partners first reported a position in Healthpeak Properties in Q1 2018 and has held it in 12 quarters since.
Edgestream Partners's Healthpeak Properties position peaked at $9.56M in Q2 2022.
758 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.