MGI
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Miller Global Investments’s Healthpeak Properties DOC Stock Holding History

Miller Global 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 		$1.15M Hold
53,638
– – 0.95% 25
2026
Q1 		$881K Buy
53,638
+464
+0.9% +$7.95K 0.81% 38
2025
Q4 		$855K Buy
+53,174
New +$937K 0.77% 40

Other funds holding DOC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Miller Global Investments's DOC Position: Q2 2026 in Review

Miller Global Investments held its Healthpeak Properties (DOC) position steady in Q2 2026 at 53,638 shares worth $1.15M. The position accounts for 0.95% of the portfolio, ranked #25.

Miller Global Investments first reported a position in DOC in Q4 2025 and has held it in 3 quarters since. 339 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Miller Global Investments held 53,638 shares of Healthpeak Properties worth $1.15M as of Q2 2026.
  • Miller Global Investments left its Healthpeak Properties share count unchanged in Q2 2026.
  • Healthpeak Properties made up 0.95% of Miller Global Investments's portfolio in Q2 2026, its #25 holding.
  • Miller Global Investments first reported a position in Healthpeak Properties in Q4 2025 and has held it in 3 quarters since.
  • 339 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Miller Global Investments's 13F filing for Q2 2026, filed 1 Jul 2026.