Johnson Financial Group Inc (Wisconsin)’s Healthpeak Properties DOC Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$21.4K	Buy	+1,000	New	+$18.7K	﹤0.01%	559
2025 Q4	–	Sell	-4,088	Closed	-$78.3K	–	968
2025 Q3	$78.3K	Buy	+4,088	New	+$73.3K	﹤0.01%	492
2024 Q3	–	Sell	-29	Closed	-$569	–	948
2024 Q2	$569	Buy	+29	New	+$554	﹤0.01%	796
2024 Q1	–	Sell	-18	Closed	-$357	–	831
2023 Q4	$357	Buy	+18	New	+$317	﹤0.01%	854

Other funds holding DOC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s DOC Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) opened a new position in Healthpeak Properties (DOC) in Q2 2026: 1,000 shares worth $21.4K. The stake represents ﹤0.01% of the portfolio and ranks #559 among its holdings. This is a return to the name: Johnson Financial Group Inc (Wisconsin) previously reported a position in DOC as recently as Q3 2025.

Johnson Financial Group Inc (Wisconsin) first reported a position in DOC in Q4 2023 and has held it in 4 quarters since. The position peaked at $78.3K in Q3 2025. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 1,000 shares of Healthpeak Properties worth $21.4K as of Q2 2026.
Healthpeak Properties was a new Johnson Financial Group Inc (Wisconsin) position in Q2 2026.
Healthpeak Properties made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #559 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in Healthpeak Properties in Q4 2023 and has held it in 4 quarters since.
Johnson Financial Group Inc (Wisconsin)'s Healthpeak Properties position peaked at $78.3K in Q3 2025.
764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.