James T. Borello
DOC icon

James T. Borello’s Healthpeak Properties DOC Stock Holding History

James T. Borello’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 		$18K Hold
899
– – ﹤0.01% 450
2026
Q2 		$19.2K Buy
899
+13
+1% +$243 ﹤0.01% 422
2026
Q1 		$14.6K Buy
886
+778
+720% +$13.3K ﹤0.01% 449
2025
Q4 		$1.74K Buy
108
+105
+3,500% +$1.85K ﹤0.01% 804
2025
Q3 		$57 Buy
+3
New +$54 ﹤0.01% 971

Other funds holding DOC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

James T. Borello's DOC Position: Q3 2026 in Review

James T. Borello held its Healthpeak Properties (DOC) position steady in Q3 2026 at 899 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

James T. Borello first reported a position in DOC in Q3 2025 and has held it in 5 quarters since. The position peaked at $19.2K in Q2 2026. 287 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

  • James T. Borello held 899 shares of Healthpeak Properties worth $18K as of Q3 2026.
  • James T. Borello left its Healthpeak Properties share count unchanged in Q3 2026.
  • Healthpeak Properties made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #450 holding.
  • James T. Borello first reported a position in Healthpeak Properties in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello's Healthpeak Properties position peaked at $19.2K in Q2 2026.
  • 287 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.