GT
DOC icon

Greenleaf Trust’s Healthpeak Properties DOC Stock Holding History

Greenleaf Trust’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
2025
Q2 		– Sell
-13,645
Closed -$276K – 811
2025
Q1 		$276K Buy
13,645
+351
+3% +$7.1K ﹤0.01% 672
2024
Q4 		$269K Sell
13,294
-5,668
-30% -$123K ﹤0.01% 689
2024
Q3 		$434K Buy
18,962
+115
+0.6% +$2.48K ﹤0.01% 549
2024
Q2 		$369K Buy
+18,847
New +$360K ﹤0.01% 553
2022
Q2 		– Sell
-8,625
Closed -$296K – 734
2022
Q1 		$296K Sell
8,625
-1,079
-11% -$36.3K ﹤0.01% 598
2021
Q4 		$350K Sell
9,704
-172
-2% -$5.93K ﹤0.01% 548
2021
Q3 		$331K Buy
9,876
+867
+10% +$30.7K ﹤0.01% 539
2021
Q2 		$300K Buy
9,009
+616
+7% +$20.7K ﹤0.01% 575
2021
Q1 		$266K Buy
8,393
+1,490
+22% +$45.3K ﹤0.01% 590
2020
Q4 		$209K Buy
+6,903
New +$201K ﹤0.01% 587
2020
Q1 		– Sell
-6,459
Closed -$223K – 513
2019
Q4 		$223K Buy
6,459
+506
+8% +$17.7K ﹤0.01% 487
2019
Q3 		$212K Buy
+5,953
New +$201K ﹤0.01% 508

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Greenleaf Trust's DOC Position: Q2 2025 in Review

Greenleaf Trust sold out of Healthpeak Properties (DOC) in Q2 2025, closing a stake of 13,645 shares — an estimated $276K sold.

Greenleaf Trust first reported a position in DOC in Q3 2019 and held it in 12 quarters. The position peaked at $434K in Q3 2024. 732 funds tracked by Wall St. Rank hold DOC as of Q2 2025.

  • Greenleaf Trust reported no remaining Healthpeak Properties position as of Q2 2025 after selling out during the quarter.
  • Greenleaf Trust sold 13,645 Healthpeak Properties shares in Q2 2025, an estimated $276K.
  • Greenleaf Trust first reported a position in Healthpeak Properties in Q3 2019 and held it in 12 quarters.
  • Greenleaf Trust's Healthpeak Properties position peaked at $434K in Q3 2024.
  • 732 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2025.

Based on Greenleaf Trust's 13F filing for Q2 2025, filed 17 Jul 2025.