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LRI Investments’s Healthpeak Properties DOC Stock Holding History

LRI Investments’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 		$126K Sell
5,893
-3,290
-36% -$61.4K 0.01% 411
2026
Q1 		$151K Buy
9,183
+80
+0.9% +$1.37K 0.01% 339
2025
Q4 		$146K Buy
9,103
+1,915
+27% +$33.8K 0.01% 350
2025
Q3 		$138K Buy
7,188
+2,707
+60% +$48.5K 0.01% 358
2025
Q2 		$78.5K Buy
4,481
+697
+18% +$12.4K 0.01% 476
2025
Q1 		$76.5K Buy
3,784
+149
+4% +$3.01K 0.01% 463
2024
Q4 		$73.7K Buy
3,635
+273
+8% +$5.92K 0.01% 468
2024
Q3 		$71.4K Buy
3,362
+973
+41% +$21K 0.01% 470
2024
Q2 		$46.8K Buy
2,389
+1,789
+298% +$34.2K 0.01% 482
2024
Q1 		$11.3K Buy
+600
New +$10.9K ﹤0.01% 482

Other funds holding DOC

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

LRI Investments's DOC Position: Q2 2026 in Review

LRI Investments reduced its Healthpeak Properties (DOC) stake by 36% in Q2 2026, selling an estimated $61.4K and leaving 5,893 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #411.

LRI Investments first reported a position in DOC in Q1 2024 and has held it in 10 quarters since. The position peaked at $151K in Q1 2026. 276 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • LRI Investments held 5,893 shares of Healthpeak Properties worth $126K as of Q2 2026.
  • LRI Investments sold 3,290 Healthpeak Properties shares in Q2 2026, an estimated $61.4K.
  • Healthpeak Properties made up 0.01% of LRI Investments's portfolio in Q2 2026, its #411 holding.
  • LRI Investments first reported a position in Healthpeak Properties in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Healthpeak Properties position peaked at $151K in Q1 2026.
  • 276 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.