Grove Bank & Trust’s Healthpeak Properties DOC Stock Holding History

Grove Bank & 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
2026 Q3	$3.46K	Hold	173	–	–	﹤0.01%	795
2026 Q2	$3.7K	Sell	173 -68	-28%	-$1.27K	﹤0.01%	760
2026 Q1	$3.96K	Hold	241	–	–	﹤0.01%	734
2025 Q4	$3.88K	Hold	241	–	–	﹤0.01%	758
2025 Q3	$4.62K	Sell	241 -540	-69%	-$9.7K	﹤0.01%	718
2025 Q2	$13.7K	Buy	781 +98	+14%	+$1.74K	﹤0.01%	571
2025 Q1	$13.8K	Sell	683 -168	-20%	-$3.4K	﹤0.01%	568
2024 Q4	$17.2K	Buy	851 +678	+392%	+$14.7K	﹤0.01%	488
2024 Q3	$3.96K	Buy	+173	New	+$3.73K	﹤0.01%	577
2018 Q1	–	Sell	-231	Closed	-$6K	–	244
2017 Q4	$6K	Buy	+231	New	+$6.12K	﹤0.01%	473
2017 Q3	–	Sell	-280	Closed	-$9K	–	597
2017 Q2	$9K	Buy	280 +180	+180%	+$5.7K	0.01%	483
2017 Q1	$3K	Hold	100	–	–	﹤0.01%	478
2016 Q4	$3K	Buy	+100	New	+$3.05K	﹤0.01%	512
2016 Q1	–	Sell	-12,985	Closed	-$452K	–	286
2015 Q4	$452K	Buy	+12,985	New	+$434K	0.41%	57

Other funds holding DOC

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Alpha Omega Wealth Management Richmond, Virginia $665M AUM 18.39% 1-Year Est. Return

Grove Bank & Trust's DOC Position: Q3 2026 in Review

Grove Bank & Trust held its Healthpeak Properties (DOC) position steady in Q3 2026 at 173 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Grove Bank & Trust first reported a position in DOC in Q4 2015 and has held it in 14 quarters since. The position peaked at $452K in Q4 2015. 173 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

Grove Bank & Trust held 173 shares of Healthpeak Properties worth $3.46K as of Q3 2026.
Grove Bank & Trust left its Healthpeak Properties share count unchanged in Q3 2026.
Healthpeak Properties made up ﹤0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #795 holding.
Grove Bank & Trust first reported a position in Healthpeak Properties in Q4 2015 and has held it in 14 quarters since.
Grove Bank & Trust's Healthpeak Properties position peaked at $452K in Q4 2015.
173 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.