Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Healthpeak Properties DOC Stock Holding History

Envestnet Portfolio Solutions’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 		$620K Sell
28,992
-2,431
-8% -$45.4K ﹤0.01% 898
2026
Q1 		$516K Sell
31,423
-3,961
-11% -$67.9K ﹤0.01% 887
2025
Q4 		$569K Sell
35,384
-5,290
-13% -$93.3K ﹤0.01% 999
2025
Q3 		$779K Sell
40,674
-724
-2% -$13K ﹤0.01% 834
2025
Q2 		$725K Sell
41,398
-8,000
-16% -$142K ﹤0.01% 932
2025
Q1 		$999K Buy
49,398
+6,869
+16% +$139K ﹤0.01% 795
2024
Q4 		$862K Buy
42,529
+2,140
+5% +$46.4K ﹤0.01% 998
2024
Q3 		$924K Sell
40,389
-4,112
-9% -$88.6K ﹤0.01% 932
2024
Q2 		$872K Buy
44,501
+648
+1% +$12.4K ﹤0.01% 903
2024
Q1 		$822K Buy
43,853
+9,050
+26% +$164K ﹤0.01% 914
2023
Q4 		$689K Buy
34,803
+3,445
+11% +$60.6K ﹤0.01% 919
2023
Q3 		$576K Buy
+31,358
New +$644K ﹤0.01% 926

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's DOC Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Healthpeak Properties (DOC) stake by 7.7% in Q2 2026, selling an estimated $45.4K and leaving 28,992 shares worth $620K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Envestnet Portfolio Solutions first reported a position in DOC in Q3 2023 and has held it in 12 quarters since. The position peaked at $999K in Q1 2025. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Envestnet Portfolio Solutions held 28,992 shares of Healthpeak Properties worth $620K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 2,431 Healthpeak Properties shares in Q2 2026, an estimated $45.4K.
  • Healthpeak Properties made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #898 holding.
  • Envestnet Portfolio Solutions first reported a position in Healthpeak Properties in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Healthpeak Properties position peaked at $999K in Q1 2025.
  • 764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.