Isthmus Partners’s Healthpeak Properties DOC Stock Holding History

Isthmus Partners’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	$537K	Buy	25,093 +1,884	+8%	+$35.2K	0.05%	148
2026 Q1	$381K	Buy	23,209 +4,250	+22%	+$72.8K	0.04%	161
2025 Q4	$305K	Buy	18,959 +386	+2%	+$6.8K	0.03%	178
2025 Q3	$356K	Buy	18,573 +112	+0.6%	+$2.01K	0.08%	93
2025 Q2	$323K	Sell	18,461 -507,425	-96%	-$9.01M	0.04%	178
2025 Q1	$10.6M	Buy	525,886 +36,357	+7%	+$735K	1.33%	41
2024 Q4	$9.92M	Sell	489,529 -16,490	-3%	-$357K	1.21%	40
2024 Q3	$11.6M	Buy	506,019 +4,573	+0.9%	+$98.6K	1.37%	39
2024 Q2	$9.83M	Buy	501,446 +2,347	+0.5%	+$44.8K	1.16%	42
2024 Q1	$9.36M	Buy	+499,099	New	+$9.07M	1.06%	42

Other funds holding DOC

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Isthmus Partners's DOC Position: Q2 2026 in Review

Isthmus Partners increased its Healthpeak Properties (DOC) stake by 8.1% in Q2 2026, buying an estimated $35.2K and bringing the position to 25,093 shares worth $537K. The position accounts for 0.05% of the portfolio, ranked #148.

Isthmus Partners first reported a position in DOC in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.6M in Q3 2024. 185 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Isthmus Partners held 25,093 shares of Healthpeak Properties worth $537K as of Q2 2026.
Isthmus Partners bought 1,884 Healthpeak Properties shares in Q2 2026, an estimated $35.2K.
Healthpeak Properties made up 0.05% of Isthmus Partners's portfolio in Q2 2026, its #148 holding.
Isthmus Partners first reported a position in Healthpeak Properties in Q1 2024 and has held it in 10 quarters since.
Isthmus Partners's Healthpeak Properties position peaked at $11.6M in Q3 2024.
185 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.