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Matthew Hamilton Rosenberg’s Healthpeak Properties DOC Stock Holding History

Matthew Hamilton Rosenberg’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 		$7.49K Hold
350
– – ﹤0.01% 660
2026
Q1 		$5.75K Hold
350
– – ﹤0.01% 670
2025
Q4 		$5.63K Hold
350
– – ﹤0.01% 686
2025
Q3 		$6.7K Hold
350
– – ﹤0.01% 671
2025
Q2 		$6.13K Sell
350
-187
-35% -$3.32K ﹤0.01% 709
2025
Q1 		$10.9K Buy
537
+187
+53% +$3.78K ﹤0.01% 622
2024
Q4 		$7.09K Buy
+350
New +$7.58K ﹤0.01% 668
2024
Q3 		– Sell
-225
Closed -$4.38K – 839
2024
Q2 		$4.38K Hold
225
– – ﹤0.01% 673
2024
Q1 		$4.17K Hold
225
– – ﹤0.01% 714
2023
Q4 		$4.46K Sell
225
-522
-70% -$9.18K ﹤0.01% 713
2023
Q3 		$13.7K Hold
747
– – ﹤0.01% 576
2023
Q2 		$15K Sell
747
-2,200
-75% -$45.7K 0.01% 575
2023
Q1 		$64.7K Hold
2,947
– – 0.02% 406
2022
Q4 		$73.9K Hold
2,947
– – 0.03% 372
2022
Q3 		$67K Hold
2,947
– – 0.03% 362
2022
Q2 		$78K Buy
2,947
+225
+8% +$6.82K 0.03% 352
2022
Q1 		$93K Hold
2,722
– – 0.03% 321
2021
Q4 		$98K Hold
2,722
– – 0.03% 299
2021
Q3 		$91K Hold
2,722
– – 0.04% 299
2021
Q2 		$91K Hold
2,722
– – 0.05% 273
2021
Q1 		$86K Hold
2,722
– – 0.05% 273
2020
Q4 		$82K Sell
2,722
-114
-4% -$3.32K 0.05% 256
2020
Q3 		$77K Hold
2,836
– – 0.06% 241
2020
Q2 		$78K Hold
2,836
– – 0.06% 240
2020
Q1 		$68K Buy
+2,836
New +$92.4K 0.07% 203

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

Matthew Hamilton Rosenberg's DOC Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Healthpeak Properties (DOC) position steady in Q2 2026 at 350 shares worth $7.49K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Matthew Hamilton Rosenberg first reported a position in DOC in Q1 2020 and has held it in 25 quarters since. The position peaked at $98K in Q4 2021. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Matthew Hamilton Rosenberg held 350 shares of Healthpeak Properties worth $7.49K as of Q2 2026.
  • Matthew Hamilton Rosenberg left its Healthpeak Properties share count unchanged in Q2 2026.
  • Healthpeak Properties made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #660 holding.
  • Matthew Hamilton Rosenberg first reported a position in Healthpeak Properties in Q1 2020 and has held it in 25 quarters since.
  • Matthew Hamilton Rosenberg's Healthpeak Properties position peaked at $98K in Q4 2021.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.