Evergreen Capital Management’s Healthpeak Properties DOC Stock Holding History

Evergreen Capital Management’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 Q1	–	Sell	-33,815	Closed	-$544K	–	1544
2025 Q4	$544K	Buy	+33,815	New	+$596K	0.01%	699
2025 Q3	–	Sell	-14,110	Closed	-$247K	–	1332
2025 Q2	$247K	Sell	14,110 -11,264	-44%	-$200K	0.01%	902
2025 Q1	$513K	Buy	25,374 +57	+0.2%	+$1.15K	0.02%	498
2024 Q4	$513K	Sell	25,317 -101	-0.4%	-$2.19K	0.02%	494
2024 Q3	$581K	Sell	25,418 -9,646	-28%	-$208K	0.02%	457
2024 Q2	$687K	Buy	35,064 +15,044	+75%	+$287K	0.02%	385
2024 Q1	$375K	Buy	20,020 +8,849	+79%	+$161K	0.01%	542
2023 Q4	$221K	Buy	+11,171	New	+$197K	0.01%	734

Other funds holding DOC

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Evergreen Capital Management's DOC Position: Q1 2026 in Review

Evergreen Capital Management sold out of Healthpeak Properties (DOC) in Q1 2026, closing a stake of 33,815 shares — an estimated $544K sold.

Evergreen Capital Management first reported a position in DOC in Q4 2023 and held it in 8 quarters. The position peaked at $687K in Q2 2024. 761 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

Evergreen Capital Management reported no remaining Healthpeak Properties position as of Q1 2026 after selling out during the quarter.
Evergreen Capital Management sold 33,815 Healthpeak Properties shares in Q1 2026, an estimated $544K.
Evergreen Capital Management first reported a position in Healthpeak Properties in Q4 2023 and held it in 8 quarters.
Evergreen Capital Management's Healthpeak Properties position peaked at $687K in Q2 2024.
761 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.