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
Q2 		$772K Buy
36,086
+7,930
+28% +$148K 0.06% 183
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 $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

Fiduciary Group's DOC Position: Q2 2026 in Review

Fiduciary Group increased its Healthpeak Properties (DOC) stake by 28% in Q2 2026, buying an estimated $148K and bringing the position to 36,086 shares worth $772K. The position accounts for 0.06% of the portfolio, ranked #183.

Fiduciary Group first reported a position in DOC in Q4 2025 and has held it in 3 quarters since. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Fiduciary Group held 36,086 shares of Healthpeak Properties worth $772K as of Q2 2026.
  • Fiduciary Group bought 7,930 Healthpeak Properties shares in Q2 2026, an estimated $148K.
  • Healthpeak Properties made up 0.06% of Fiduciary Group's portfolio in Q2 2026, its #183 holding.
  • Fiduciary Group first reported a position in Healthpeak Properties in Q4 2025 and has held it in 3 quarters since.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Fiduciary Group's 13F filing for Q2 2026, filed 10 Aug 2026.