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 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 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 Capital Group California's DOC Position: Q1 2026 in Review

Legacy Capital Group California reduced its Healthpeak Properties (DOC) stake by 10% in Q1 2026, selling an estimated $59.7K and leaving 31,448 shares worth $517K. The position accounts for 0.2% of the portfolio, ranked #172.

Legacy Capital Group California first reported a position in DOC in Q1 2024 and has held it in 9 quarters since. The position peaked at $674K in Q3 2025. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

Legacy Capital Group California held 31,448 shares of Healthpeak Properties worth $517K as of Q1 2026.
Legacy Capital Group California sold 3,481 Healthpeak Properties shares in Q1 2026, an estimated $59.7K.
Healthpeak Properties made up 0.2% of Legacy Capital Group California's portfolio in Q1 2026, its #172 holding.
Legacy Capital Group California first reported a position in Healthpeak Properties in Q1 2024 and has held it in 9 quarters since.
Legacy Capital Group California's Healthpeak Properties position peaked at $674K in Q3 2025.
756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.