EI
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Ethic Inc’s Healthpeak Properties DOC Stock Holding History

Ethic Inc’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 		$1.04M Sell
48,741
-1,429
-3% -$26.7K 0.01% 699
2026
Q1 		$824K Sell
50,170
-2,385
-5% -$40.9K 0.01% 716
2025
Q4 		$845K Buy
52,555
+20,470
+64% +$361K 0.01% 693
2025
Q3 		$614K Sell
32,085
-17,425
-35% -$312K 0.01% 770
2025
Q2 		$859K Sell
49,510
-32,162
-39% -$571K 0.02% 662
2025
Q1 		$1.64M Sell
81,672
-18,831
-19% -$381K 0.03% 464
2024
Q4 		$2.04M Buy
100,503
+36,253
+56% +$786K 0.04% 417
2024
Q3 		$1.2M Sell
64,250
-17,955
-22% -$387K 0.03% 518
2024
Q2 		$1.61M Buy
82,205
+17,955
+28% +$343K 0.04% 446
2024
Q1 		$1.2M Sell
64,250
-8,643
-12% -$157K 0.03% 522
2023
Q4 		$1.44M Buy
72,893
+44,179
+154% +$777K 0.04% 442
2023
Q3 		$527K Buy
28,714
+11,065
+63% +$227K 0.02% 662
2023
Q2 		$355K Sell
17,649
-275
-2% -$5.71K 0.01% 745
2023
Q1 		$394K Buy
17,924
+1,963
+12% +$48.7K 0.02% 722
2022
Q4 		$400K Buy
15,961
+118
+0.7% +$2.87K 0.02% 638
2022
Q3 		$363K Sell
15,843
-754
-5% -$19.9K 0.02% 583
2022
Q2 		$430K Sell
16,597
-13,269
-44% -$402K 0.03% 515
2022
Q1 		$1.02M Sell
29,866
-6,415
-18% -$216K 0.07% 305
2021
Q4 		$1.31M Buy
36,281
+1,900
+6% +$65.5K 0.1% 232
2021
Q3 		$1.15M Buy
34,381
+73
+0.2% +$2.58K 0.12% 213
2021
Q2 		$1.14M Buy
34,308
+3,155
+10% +$106K 0.14% 187
2021
Q1 		$989K Buy
31,153
+8,951
+40% +$272K 0.18% 156
2020
Q4 		$671K Buy
22,202
+2,047
+10% +$59.6K 0.18% 145
2020
Q3 		$547K Buy
20,155
+9,721
+93% +$266K 0.21% 124
2020
Q2 		$288K Sell
10,434
-17,981
-63% -$459K 0.16% 172
2020
Q1 		$678K Buy
+28,415
New +$926K 0.57% 53

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

Ethic Inc's DOC Position: Q2 2026 in Review

Ethic Inc reduced its Healthpeak Properties (DOC) stake by 2.8% in Q2 2026, selling an estimated $26.7K and leaving 48,741 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #699.

Ethic Inc first reported a position in DOC in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.04M in Q4 2024. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Ethic Inc held 48,741 shares of Healthpeak Properties worth $1.04M as of Q2 2026.
  • Ethic Inc sold 1,429 Healthpeak Properties shares in Q2 2026, an estimated $26.7K.
  • Healthpeak Properties made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #699 holding.
  • Ethic Inc first reported a position in Healthpeak Properties in Q1 2020 and has held it in 26 quarters since.
  • Ethic Inc's Healthpeak Properties position peaked at $2.04M in Q4 2024.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.