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Marathon Capital Management’s Healthpeak Properties DOC Stock Holding History

Marathon Capital Management’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 		$4.47M Sell
208,688
-36,967
-15% -$690K 0.9% 36
2026
Q1 		$4.04M Sell
245,655
-1,887
-0.8% -$32.3K 0.91% 37
2025
Q4 		$3.98M Sell
247,542
-12,524
-5% -$221K 0.86% 41
2025
Q3 		$4.98M Sell
260,066
-3,561
-1% -$63.9K 1.14% 28
2025
Q2 		$4.62M Buy
+263,627
New +$4.68M 1.18% 26

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

Marathon Capital Management's DOC Position: Q2 2026 in Review

Marathon Capital Management reduced its Healthpeak Properties (DOC) stake by 15% in Q2 2026, selling an estimated $690K and leaving 208,688 shares worth $4.47M. The position accounts for 0.9% of the portfolio, ranked #36.

Marathon Capital Management first reported a position in DOC in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.98M in Q3 2025. 758 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Marathon Capital Management held 208,688 shares of Healthpeak Properties worth $4.47M as of Q2 2026.
  • Marathon Capital Management sold 36,967 Healthpeak Properties shares in Q2 2026, an estimated $690K.
  • Healthpeak Properties made up 0.9% of Marathon Capital Management's portfolio in Q2 2026, its #36 holding.
  • Marathon Capital Management first reported a position in Healthpeak Properties in Q2 2025 and has held it in 5 quarters since.
  • Marathon Capital Management's Healthpeak Properties position peaked at $4.98M in Q3 2025.
  • 758 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Marathon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.