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J. Safra Asset Management’s Healthpeak Properties DOC Stock Holding History

J. Safra Asset Management’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
-120
Closed -$1.93K – 632
2025
Q4 		$1.93K Hold
120
– – ﹤0.01% 571
2025
Q3 		$2.3K Buy
+120
New +$2.15K ﹤0.01% 384
2016
Q4 		– Sell
-707
Closed -$24K – 60
2016
Q3 		$24K Hold
707
– – 0.04% 128
2016
Q2 		$23K Buy
+707
New +$22K 0.04% 196

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

J. Safra Asset Management's DOC Position: Q1 2026 in Review

J. Safra Asset Management sold out of Healthpeak Properties (DOC) in Q1 2026, closing a stake of 120 shares — an estimated $1.93K sold.

J. Safra Asset Management first reported a position in DOC in Q2 2016 and held it in 4 quarters. The position peaked at $24K in Q3 2016. 758 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • J. Safra Asset Management reported no remaining Healthpeak Properties position as of Q1 2026 after selling out during the quarter.
  • J. Safra Asset Management sold 120 Healthpeak Properties shares in Q1 2026, an estimated $1.93K.
  • J. Safra Asset Management first reported a position in Healthpeak Properties in Q2 2016 and held it in 4 quarters.
  • J. Safra Asset Management's Healthpeak Properties position peaked at $24K in Q3 2016.
  • 758 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.