FG
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Fiduciary Group’s Healthpeak Properties DOC Stock Holding History

Fiduciary Group’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 		$463K Buy
28,156
+1,750
+7% +$30K 0.04% 218
2025
Q4 		$425K Buy
+26,406
New +$466K 0.04% 224

Other funds holding DOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fiduciary Group's DOC Position: Q1 2026 in Review

Fiduciary Group increased its Healthpeak Properties (DOC) stake by 6.6% in Q1 2026, buying an estimated $30K and bringing the position to 28,156 shares worth $463K. The position accounts for 0.04% of the portfolio, ranked #218.

Fiduciary Group first reported a position in DOC in Q4 2025 and has held it in 2 quarters since. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • Fiduciary Group held 28,156 shares of Healthpeak Properties worth $463K as of Q1 2026.
  • Fiduciary Group bought 1,750 Healthpeak Properties shares in Q1 2026, an estimated $30K.
  • Healthpeak Properties made up 0.04% of Fiduciary Group's portfolio in Q1 2026, its #218 holding.
  • Fiduciary Group first reported a position in Healthpeak Properties in Q4 2025 and has held it in 2 quarters since.
  • 756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.