HBW
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Hazlett, Burt & Watson’s Healthpeak Properties DOC Stock Holding History

Hazlett, Burt & Watson’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 		– Sell
-250
Closed -$4K – 912
2026
Q1 		$4K Sell
250
-550
-69% -$9.43K ﹤0.01% 788
2025
Q4 		$13K Hold
800
– – ﹤0.01% 662
2025
Q3 		$16K Hold
800
– – 0.01% 603
2025
Q2 		$13K Hold
800
– – 0.01% 546
2025
Q1 		$16K Hold
800
– – 0.01% 524
2024
Q4 		$16K Hold
800
– – 0.01% 487
2024
Q3 		$19K Hold
800
– – 0.01% 468
2024
Q2 		$16K Hold
800
– – 0.01% 476
2024
Q1 		$16K Hold
800
– – 0.01% 462
2023
Q4 		$16K Hold
800
– – 0.01% 443
2023
Q3 		$16K Buy
+800
New +$16.4K 0.01% 438

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

Hazlett, Burt & Watson's DOC Position: Q2 2026 in Review

Hazlett, Burt & Watson sold out of Healthpeak Properties (DOC) in Q2 2026, closing a stake of 250 shares — an estimated $4K sold.

Hazlett, Burt & Watson first reported a position in DOC in Q3 2023 and held it in 11 quarters. The position peaked at $19K in Q3 2024. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Hazlett, Burt & Watson reported no remaining Healthpeak Properties position as of Q2 2026 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 250 Healthpeak Properties shares in Q2 2026, an estimated $4K.
  • Hazlett, Burt & Watson first reported a position in Healthpeak Properties in Q3 2023 and held it in 11 quarters.
  • Hazlett, Burt & Watson's Healthpeak Properties position peaked at $19K in Q3 2024.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.