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 Q3	$501K	Hold	25,093	–	–	0.05%	155
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	$9.9M	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	$9.8M	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Isthmus Partners's DOC Position: Q3 2026 in Review

Isthmus Partners held its Healthpeak Properties (DOC) position steady in Q3 2026 at 25,093 shares worth $501K. The position accounts for 0.05% of the portfolio, ranked #155.

Isthmus Partners first reported a position in DOC in Q1 2024 and has held it in 11 quarters since. The position peaked at $11.6M in Q3 2024. 388 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

Isthmus Partners held 25,093 shares of Healthpeak Properties worth $501K as of Q3 2026.
Isthmus Partners left its Healthpeak Properties share count unchanged in Q3 2026.
Healthpeak Properties made up 0.05% of Isthmus Partners's portfolio in Q3 2026, its #155 holding.
Isthmus Partners first reported a position in Healthpeak Properties in Q1 2024 and has held it in 11 quarters since.
Isthmus Partners's Healthpeak Properties position peaked at $11.6M in Q3 2024.
388 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on Isthmus Partners's 13F filing for Q3 2026, filed 21 Oct 2026.