LCGC
DOC icon

Legacy Capital Group California’s Healthpeak Properties DOC Stock Holding History

Legacy Capital Group California’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 		$656K Sell
30,670
-778
-2% -$14.5K 0.2% 153
2026
Q1 		$517K Sell
31,448
-3,481
-10% -$59.7K 0.2% 172
2025
Q4 		$562K Sell
34,929
-252
-0.7% -$4.44K 0.14% 192
2025
Q3 		$674K Buy
35,181
+15,136
+76% +$271K 0.17% 160
2025
Q2 		$351K Sell
20,045
-627
-3% -$11.1K 0.1% 238
2025
Q1 		$418K Sell
20,672
-3,905
-16% -$79K 0.15% 186
2024
Q4 		$498K Buy
24,577
+8,675
+55% +$188K 0.15% 179
2024
Q3 		$364K Buy
15,902
+2,866
+22% +$61.8K 0.12% 200
2024
Q2 		$256K Buy
13,036
+118
+0.9% +$2.25K 0.09% 258
2024
Q1 		$242K Buy
+12,918
New +$235K 0.09% 260

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Legacy Capital Group California's DOC Position: Q2 2026 in Review

Legacy Capital Group California reduced its Healthpeak Properties (DOC) stake by 2.5% in Q2 2026, selling an estimated $14.5K and leaving 30,670 shares worth $656K. The position accounts for 0.2% of the portfolio, ranked #153.

Legacy Capital Group California first reported a position in DOC in Q1 2024 and has held it in 10 quarters since. The position peaked at $674K in Q3 2025. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Legacy Capital Group California held 30,670 shares of Healthpeak Properties worth $656K as of Q2 2026.
  • Legacy Capital Group California sold 778 Healthpeak Properties shares in Q2 2026, an estimated $14.5K.
  • Healthpeak Properties made up 0.2% of Legacy Capital Group California's portfolio in Q2 2026, its #153 holding.
  • Legacy Capital Group California first reported a position in Healthpeak Properties in Q1 2024 and has held it in 10 quarters since.
  • Legacy Capital Group California's Healthpeak Properties position peaked at $674K in Q3 2025.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.