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Independent Financial Group’s Healthpeak Properties DOC Stock Holding History

Independent Financial Group’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 		$2.76M Sell
129,124
-28,713
-18% -$536K 0.05% 366
2026
Q1 		$2.59M Sell
157,837
-20,515
-12% -$352K 0.06% 337
2025
Q4 		$2.87M Sell
178,352
-25,545
-13% -$450K 0.06% 297
2025
Q3 		$3.9M Buy
203,897
+26,750
+15% +$480K 0.09% 201
2025
Q2 		$3.1M Buy
177,147
+20,052
+13% +$356K 0.09% 230
2025
Q1 		$3.18M Buy
157,095
+19,089
+14% +$386K 0.11% 189
2024
Q4 		$2.8M Buy
138,006
+7,051
+5% +$153K 0.09% 213
2024
Q3 		$2.99M Buy
130,955
+58,820
+82% +$1.27M 0.11% 186
2024
Q2 		$1.41M Buy
72,135
+32,410
+82% +$619K 0.06% 314
2024
Q1 		$745K Buy
39,725
+9,460
+31% +$172K 0.03% 464
2023
Q4 		$599K Buy
30,265
+6,490
+27% +$114K 0.03% 505
2023
Q3 		$437K Buy
23,775
+10,870
+84% +$223K 0.03% 538
2023
Q2 		$259K Buy
12,905
+1,350
+12% +$28K 0.02% 706
2023
Q1 		$254K Buy
11,555
+3,395
+42% +$84.2K 0.02% 683
2022
Q4 		$205K Buy
+8,160
New +$198K 0.02% 710

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

Independent Financial Group's DOC Position: Q2 2026 in Review

Independent Financial Group reduced its Healthpeak Properties (DOC) stake by 18% in Q2 2026, selling an estimated $536K and leaving 129,124 shares worth $2.76M. The position accounts for 0.05% of the portfolio, ranked #366.

Independent Financial Group first reported a position in DOC in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.9M in Q3 2025. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Independent Financial Group held 129,124 shares of Healthpeak Properties worth $2.76M as of Q2 2026.
  • Independent Financial Group sold 28,713 Healthpeak Properties shares in Q2 2026, an estimated $536K.
  • Healthpeak Properties made up 0.05% of Independent Financial Group's portfolio in Q2 2026, its #366 holding.
  • Independent Financial Group first reported a position in Healthpeak Properties in Q4 2022 and has held it in 15 quarters since.
  • Independent Financial Group's Healthpeak Properties position peaked at $3.9M in Q3 2025.
  • 753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.