Legacy Bridge’s Healthpeak Properties DOC Stock Holding History

Legacy Bridge’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	-97	Closed	-$1.56K	–	370
2025 Q4	$1.56K	Buy	+97	New	+$1.71K	﹤0.01%	433

Other funds holding DOC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Legacy Bridge's DOC Position: Q1 2026 in Review

Legacy Bridge sold out of Healthpeak Properties (DOC) in Q1 2026, closing a stake of 97 shares — an estimated $1.56K sold.

Legacy Bridge first reported a position in DOC in Q4 2025 and held it in 1 quarter. The position peaked at $1.56K in Q4 2025. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

Legacy Bridge reported no remaining Healthpeak Properties position as of Q1 2026 after selling out during the quarter.
Legacy Bridge sold 97 Healthpeak Properties shares in Q1 2026, an estimated $1.56K.
Legacy Bridge first reported a position in Healthpeak Properties in Q4 2025 and held it in 1 quarter.
Legacy Bridge's Healthpeak Properties position peaked at $1.56K in Q4 2025.
756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.