InceptionR’s Healthpeak Properties DOC Stock Holding History

InceptionR’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 Q1	–	Sell	-26,026	Closed	-$418K	–	705
2025 Q4	$418K	Buy	+26,026	New	+$459K	0.12%	330
2025 Q2	–	Sell	-41,827	Closed	-$846K	–	697
2025 Q1	$846K	Sell	41,827 -19,468	-32%	-$394K	0.25%	147
2024 Q4	$1.24M	Buy	+61,295	New	+$1.33M	0.28%	107
2024 Q3	–	Sell	-72,463	Closed	-$1.42M	–	689
2024 Q2	$1.42M	Buy	+72,463	New	+$1.38M	0.4%	43
2024 Q1	–	Sell	-22,930	Closed	-$454K	–	616
2023 Q4	$454K	Buy	+22,930	New	+$403K	0.32%	126

Other funds holding DOC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

InceptionR's DOC Position: Q1 2026 in Review

InceptionR sold out of Healthpeak Properties (DOC) in Q1 2026, closing a stake of 26,026 shares — an estimated $418K sold.

InceptionR first reported a position in DOC in Q4 2023 and held it in 5 quarters. The position peaked at $1.42M in Q2 2024. 760 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

InceptionR reported no remaining Healthpeak Properties position as of Q1 2026 after selling out during the quarter.
InceptionR sold 26,026 Healthpeak Properties shares in Q1 2026, an estimated $418K.
InceptionR first reported a position in Healthpeak Properties in Q4 2023 and held it in 5 quarters.
InceptionR's Healthpeak Properties position peaked at $1.42M in Q2 2024.
760 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.