FP
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Financial Perspectives’s Healthpeak Properties DOC Stock Holding History

Financial Perspectives’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 		$14.7K Hold
688
– – ﹤0.01% 499
2026
Q1 		$11.3K Hold
688
– – ﹤0.01% 520
2025
Q4 		$11.1K Hold
688
– – ﹤0.01% 514
2025
Q3 		$13.2K Hold
688
– – ﹤0.01% 489
2025
Q2 		$12K Hold
688
– – ﹤0.01% 487
2025
Q1 		$13.9K Buy
688
+10
+1% +$202 ﹤0.01% 460
2024
Q4 		$13.7K Buy
678
+10
+1% +$217 ﹤0.01% 466
2024
Q3 		$15.3K Buy
668
+9
+1% +$194 0.01% 426
2024
Q2 		$12.9K Buy
659
+10
+2% +$191 ﹤0.01% 433
2024
Q1 		$12.2K Sell
649
-1,274
-66% -$23.1K ﹤0.01% 438
2023
Q4 		$38.1K Buy
1,923
+33
+2% +$581 0.02% 298
2023
Q3 		$34.7K Buy
1,890
+28
+2% +$575 0.02% 291
2023
Q2 		$37.4K Buy
1,862
+27
+1% +$561 0.02% 287
2023
Q1 		$40.3K Buy
1,835
+21
+1% +$521 0.02% 276
2022
Q4 		$45.5K Buy
1,814
+22
+1% +$535 0.02% 260
2022
Q3 		$41.1K Buy
1,792
+19
+1% +$502 0.02% 260
2022
Q2 		$45.9K Buy
1,773
+17
+1% +$515 0.03% 243
2022
Q1 		$60.3K Buy
1,756
+17
+1% +$573 0.03% 238
2021
Q4 		$62.8K Buy
1,739
+15
+0.9% +$517 0.03% 225
2021
Q3 		$57.7K Sell
1,724
-33
-2% -$1.17K 0.03% 225
2021
Q2 		$58.5K Sell
1,757
-52,023
-97% -$1.75M 0.03% 240
2021
Q1 		$1.69M Buy
53,780
+52,103
+3,107% +$1.58M 0.08% 155
2020
Q4 		$50.7K Buy
1,677
+20
+1% +$582 0.03% 228
2020
Q3 		$45K Buy
1,657
+22
+1% +$603 0.03% 207
2020
Q2 		$45.1K Buy
1,635
+27
+2% +$689 0.03% 196
2020
Q1 		$38.3K Buy
1,608
+17
+1% +$554 0.03% 182
2019
Q4 		$54.9K Buy
+1,591
New +$55.7K 0.04% 169

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

Financial Perspectives's DOC Position: Q2 2026 in Review

Financial Perspectives held its Healthpeak Properties (DOC) position steady in Q2 2026 at 688 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Financial Perspectives first reported a position in DOC in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.69M in Q1 2021. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Financial Perspectives held 688 shares of Healthpeak Properties worth $14.7K as of Q2 2026.
  • Financial Perspectives left its Healthpeak Properties share count unchanged in Q2 2026.
  • Healthpeak Properties made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #499 holding.
  • Financial Perspectives first reported a position in Healthpeak Properties in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's Healthpeak Properties position peaked at $1.69M in Q1 2021.
  • 753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.