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MassMutual Private Wealth & Trust’s Healthpeak Properties DOC Stock Holding History

MassMutual Private Wealth & Trust’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 		$67.4K Sell
3,149
-567
-15% -$10.6K ﹤0.01% 682
2026
Q1 		$61.1K Sell
3,716
-794
-18% -$13.6K ﹤0.01% 699
2025
Q4 		$72.5K Sell
4,510
-469
-9% -$8.27K ﹤0.01% 680
2025
Q3 		$95.3K Sell
4,979
-127
-2% -$2.28K ﹤0.01% 608
2025
Q2 		$89.4K Buy
5,106
+29
+0.6% +$515 ﹤0.01% 616
2025
Q1 		$103K Sell
5,077
-620
-11% -$12.5K ﹤0.01% 549
2024
Q4 		$115K Buy
5,697
+968
+20% +$21K ﹤0.01% 550
2024
Q3 		$108K Buy
4,729
+288
+6% +$6.21K ﹤0.01% 507
2024
Q2 		$87K Buy
4,441
+395
+10% +$7.54K ﹤0.01% 551
2024
Q1 		$75.9K Buy
4,046
+1,736
+75% +$31.5K ﹤0.01% 526
2023
Q4 		$45.7K Buy
2,310
+669
+41% +$11.8K ﹤0.01% 624
2023
Q3 		$30.1K Buy
1,641
+138
+9% +$2.83K ﹤0.01% 713
2023
Q2 		$30.2K Sell
1,503
-62,229
-98% -$1.29M ﹤0.01% 667
2023
Q1 		$1.4M Buy
63,732
+6,397
+11% +$159K 0.05% 206
2022
Q4 		$1.44M Buy
57,335
+6,955
+14% +$169K 0.06% 206
2022
Q3 		$1.16M Buy
50,380
+14,427
+40% +$381K 0.05% 213
2022
Q2 		$932K Buy
35,953
+19,139
+114% +$580K 0.04% 227
2022
Q1 		$577K Buy
16,814
+14,572
+650% +$491K 0.02% 266
2021
Q4 		$81K Buy
2,242
+2,002
+834% +$69K ﹤0.01% 433
2021
Q3 		$8K Hold
240
– – ﹤0.01% 745
2021
Q2 		$8K Buy
240
+173
+258% +$5.81K ﹤0.01% 712
2021
Q1 		$2K Buy
67
+7
+12% +$213 ﹤0.01% 861
2020
Q4 		$2K Buy
+60
New +$1.75K ﹤0.01% 778
2019
Q1 		– Sell
-462
Closed -$12.9K – 892
2018
Q4 		$12.9K Buy
+462
New +$12.8K ﹤0.01% 535
2018
Q3 		– Sell
-97
Closed -$2.5K – 1001
2018
Q2 		$2.5K Buy
+97
New +$2.29K ﹤0.01% 837
2018
Q1 		– Sell
-150
Closed -$3.91K – 1008
2017
Q4 		$3.91K Sell
150
-425
-74% -$11.3K ﹤0.01% 688
2017
Q3 		$16K Sell
575
-4,845
-89% -$146K ﹤0.01% 682
2017
Q2 		$173K Sell
5,420
-35,485
-87% -$1.12M 0.02% 338
2017
Q1 		$1.28M Sell
40,905
-42,665
-51% -$1.31M 0.12% 162
2016
Q4 		$2.48M Buy
+83,570
New +$2.55M 0.3% 97
2016
Q2 		$3.19M Buy
98,983
+18,112
+22% +$562K 0.4% 74
2016
Q1 		$2.4M Buy
80,871
+15,292
+23% +$459K 0.32% 81
2015
Q4 		$2.28M Buy
65,579
+35,829
+120% +$1.2M 0.33% 81
2015
Q3 		$1.08M Buy
29,750
+911
+3% +$31.5K 0.23% 117
2015
Q2 		$1.09M Sell
28,839
-12,300
-30% -$448K 0.24% 105
2015
Q1 		$1.62M Buy
41,139
+7,953
+24% +$319K 0.27% 97
2014
Q4 		$1.33M Buy
33,186
+3,436
+12% +$136K 0.43% 70
2014
Q3 		$1.08M Buy
29,750
+1,109
+4% +$42.1K 0.21% 117
2014
Q2 		$1.08M Buy
28,641
+18,715
+189% +$705K 0.43% 60
2014
Q1 		$351K Buy
+9,926
New +$343K 0.21% 103

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

MassMutual Private Wealth & Trust's DOC Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Healthpeak Properties (DOC) stake by 15% in Q2 2026, selling an estimated $10.6K and leaving 3,149 shares worth $67.4K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

MassMutual Private Wealth & Trust first reported a position in DOC in Q1 2014 and has held it in 40 quarters since. The position peaked at $3.19M in Q2 2016. 276 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • MassMutual Private Wealth & Trust held 3,149 shares of Healthpeak Properties worth $67.4K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 567 Healthpeak Properties shares in Q2 2026, an estimated $10.6K.
  • Healthpeak Properties made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #682 holding.
  • MassMutual Private Wealth & Trust first reported a position in Healthpeak Properties in Q1 2014 and has held it in 40 quarters since.
  • MassMutual Private Wealth & Trust's Healthpeak Properties position peaked at $3.19M in Q2 2016.
  • 276 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.