MEG
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Millstone Evans Group’s Healthpeak Properties DOC Stock Holding History

Millstone Evans Group’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
Q1 		– Sell
-170
Closed -$2.73K – 867
2025
Q4 		$2.73K Hold
170
– – ﹤0.01% 719
2025
Q3 		$3.26K Hold
170
– – ﹤0.01% 685
2025
Q2 		$2.98K Hold
170
– – ﹤0.01% 637
2025
Q1 		$3.44K Hold
170
– – ﹤0.01% 651
2024
Q4 		$3.45K Buy
+170
New +$3.68K ﹤0.01% 609

Other funds holding DOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $1.02T AUM 30.18% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Millstone Evans Group's DOC Position: Q1 2026 in Review

Millstone Evans Group sold out of Healthpeak Properties (DOC) in Q1 2026, closing a stake of 170 shares — an estimated $2.73K sold.

Millstone Evans Group first reported a position in DOC in Q4 2024 and held it in 5 quarters. The position peaked at $3.45K in Q4 2024. 758 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • Millstone Evans Group reported no remaining Healthpeak Properties position as of Q1 2026 after selling out during the quarter.
  • Millstone Evans Group sold 170 Healthpeak Properties shares in Q1 2026, an estimated $2.73K.
  • Millstone Evans Group first reported a position in Healthpeak Properties in Q4 2024 and held it in 5 quarters.
  • Millstone Evans Group's Healthpeak Properties position peaked at $3.45K in Q4 2024.
  • 758 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.