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Lee, Danner & Bass’s Healthpeak Properties DOC Stock Holding History

Lee, Danner & Bass’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 		$358K Hold
16,732
– – 0.02% 211
2026
Q1 		$275K Sell
16,732
-3,431
-17% -$58.8K 0.02% 219
2025
Q4 		$324K Sell
20,163
-13,649
-40% -$241K 0.02% 203
2025
Q3 		$648K Sell
33,812
-1,500
-4% -$26.9K 0.05% 162
2025
Q2 		$618K Sell
35,312
-9,650
-21% -$171K 0.05% 155
2025
Q1 		$909K Sell
44,962
-5,725
-11% -$116K 0.07% 136
2024
Q4 		$1.03M Sell
50,687
-14,691
-22% -$318K 0.08% 133
2024
Q3 		$1.5M Sell
65,378
-6,500
-9% -$140K 0.11% 118
2024
Q2 		$1.41M Buy
+71,878
New +$1.37M 0.11% 118
2023
Q4 		$1.63M Sell
82,380
-1,610
-2% -$28.3K 0.14% 110
2023
Q3 		$1.54M Sell
83,990
-5,730
-6% -$118K 0.14% 106
2023
Q2 		$1.8M Sell
89,720
-2,300
-2% -$47.8K 0.16% 105
2023
Q1 		$2.02M Buy
92,020
+1,800
+2% +$44.6K 0.19% 98
2022
Q4 		$2.26M Sell
90,220
-4,150
-4% -$101K 0.21% 92
2022
Q3 		$2.16M Hold
94,370
– – 0.23% 89
2022
Q2 		$2.44M Sell
94,370
-150
-0.2% -$4.54K 0.25% 84
2022
Q1 		$3.25M Sell
94,520
-100
-0.1% -$3.37K 0.28% 76
2021
Q4 		$3.42M Buy
94,620
+4,025
+4% +$139K 0.29% 74
2021
Q3 		$3.03M Sell
90,595
-26,971
-23% -$955K 0.28% 81
2021
Q2 		$3.91M Sell
117,566
-4,175
-3% -$140K 0.35% 71
2021
Q1 		$3.86M Sell
121,741
-2,300
-2% -$69.9K 0.37% 68
2020
Q4 		$3.75M Buy
124,041
+10,535
+9% +$307K 0.4% 63
2020
Q3 		$3.08M Buy
113,506
+600
+0.5% +$16.4K 0.37% 65
2020
Q2 		$3.11M Buy
112,906
+25,545
+29% +$652K 0.4% 62
2020
Q1 		$2.08M Sell
87,361
-425
-0.5% -$13.8K 0.3% 72
2019
Q4 		$3.03M Buy
87,786
+5,473
+7% +$191K 0.32% 72
2019
Q3 		$2.93M Sell
82,313
-475
-0.6% -$16K 0.31% 68
2019
Q2 		$2.65M Sell
82,788
-1,250
-1% -$38.9K 0.28% 70
2019
Q1 		$2.63M Buy
84,038
+250
+0.3% +$7.62K 0.29% 71
2018
Q4 		$2.34M Sell
83,788
-1,963
-2% -$54.3K 0.28% 76
2018
Q3 		$2.26M Sell
85,751
-1,099
-1% -$28.9K 0.22% 86
2018
Q2 		$2.24M Sell
86,850
-4,700
-5% -$111K 0.24% 84
2018
Q1 		$2.13M Sell
91,550
-19,985
-18% -$464K 0.22% 84
2017
Q4 		$2.91M Buy
111,535
+775
+0.7% +$20.5K 0.3% 77
2017
Q3 		$3.08M Buy
110,760
+5,725
+5% +$172K 0.33% 69
2017
Q2 		$3.36M Sell
105,035
-1,725
-2% -$54.7K 0.38% 65
2017
Q1 		$3.34M Sell
106,760
-2,225
-2% -$68.3K 0.38% 63
2016
Q4 		$3.24M Sell
108,985
-31,527
-22% -$961K 0.38% 60
2016
Q3 		$4.86M Sell
140,512
-1,039
-0.7% -$36.3K 0.59% 47
2016
Q2 		$4.56M Buy
141,551
+1,098
+0.8% +$34.1K 0.55% 46
2016
Q1 		$4.41M Sell
140,453
-49,315
-26% -$1.48M 0.54% 46
2015
Q4 		$6.61M Sell
189,768
-7,065
-4% -$236K 0.86% 31
2015
Q3 		$6.68M Buy
196,833
+2,855
+1% +$98.7K 0.89% 32
2015
Q2 		$6.44M Buy
193,978
+14,447
+8% +$526K 0.77% 38
2015
Q1 		$7.07M Buy
179,531
+5,062
+3% +$203K 0.83% 34
2014
Q4 		$7M Buy
174,469
+1,872
+1% +$74.3K 0.84% 36
2014
Q3 		$6.24M Sell
172,597
-933
-0.5% -$35.4K 0.77% 41
2014
Q2 		$6.54M Sell
173,530
-1,228
-0.7% -$46.2K 0.8% 38
2014
Q1 		$6.17M Buy
174,758
+10,457
+6% +$361K 0.8% 39
2013
Q4 		$5.43M Buy
164,301
+1,264
+0.8% +$45.1K 0.73% 41
2013
Q3 		$6.08M Buy
163,037
+7,083
+5% +$276K 0.85% 37
2013
Q2 		$6.45M Buy
+155,954
New +$7.11M 0.94% 34

Other funds holding DOC

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FG
Foresight Group London, United Kingdom $556M AUM 8.6% 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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lee, Danner & Bass's DOC Position: Q2 2026 in Review

Lee, Danner & Bass held its Healthpeak Properties (DOC) position steady in Q2 2026 at 16,732 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #211.

Lee, Danner & Bass first reported a position in DOC in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.07M in Q1 2015. 243 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Lee, Danner & Bass held 16,732 shares of Healthpeak Properties worth $358K as of Q2 2026.
  • Lee, Danner & Bass left its Healthpeak Properties share count unchanged in Q2 2026.
  • Healthpeak Properties made up 0.02% of Lee, Danner & Bass's portfolio in Q2 2026, its #211 holding.
  • Lee, Danner & Bass first reported a position in Healthpeak Properties in Q2 2013 and has held it in 52 quarters since.
  • Lee, Danner & Bass's Healthpeak Properties position peaked at $7.07M in Q1 2015.
  • 243 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.