Montag & Associates’s Healthpeak Properties DOC Stock Holding History

Montag & Associates’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	$11.1K	Hold	518	–	–	﹤0.01%	754
2026 Q1	$8.51K	Hold	518	–	–	﹤0.01%	764
2025 Q4	$8.33K	Hold	518	–	–	﹤0.01%	781
2025 Q3	$9.92K	Hold	518	–	–	﹤0.01%	770
2025 Q2	$9.07K	Hold	518	–	–	﹤0.01%	756
2025 Q1	$10.5K	Hold	518	–	–	﹤0.01%	781
2024 Q4	$10.5K	Hold	518	–	–	﹤0.01%	783
2024 Q3	$11.8K	Hold	518	–	–	﹤0.01%	789
2024 Q2	$10.2K	Hold	518	–	–	﹤0.01%	772
2024 Q1	$9.71K	Hold	518	–	–	﹤0.01%	766
2023 Q4	$10.3K	Hold	518	–	–	﹤0.01%	772
2023 Q3	$9.51K	Hold	518	–	–	﹤0.01%	748
2023 Q2	$10.4K	Hold	518	–	–	﹤0.01%	748
2023 Q1	$11.4K	Hold	518	–	–	﹤0.01%	730
2022 Q4	$13K	Hold	518	–	–	﹤0.01%	706
2022 Q3	$12K	Hold	518	–	–	﹤0.01%	712
2022 Q2	$13K	Hold	518	–	–	﹤0.01%	677
2022 Q1	$18K	Hold	518	–	–	﹤0.01%	672
2021 Q4	$19K	Hold	518	–	–	﹤0.01%	679
2021 Q3	$17K	Hold	518	–	–	﹤0.01%	681
2021 Q2	$17K	Hold	518	–	–	﹤0.01%	676
2021 Q1	$16K	Hold	518	–	–	﹤0.01%	682
2020 Q4	$16K	Buy	+518	New	+$15.1K	﹤0.01%	659

Other funds holding DOC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Montag & Associates's DOC Position: Q2 2026 in Review

Montag & Associates held its Healthpeak Properties (DOC) position steady in Q2 2026 at 518 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Montag & Associates first reported a position in DOC in Q4 2020 and has held it in 23 quarters since. The position peaked at $19K in Q4 2021. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Montag & Associates held 518 shares of Healthpeak Properties worth $11.1K as of Q2 2026.
Montag & Associates left its Healthpeak Properties share count unchanged in Q2 2026.
Healthpeak Properties made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #754 holding.
Montag & Associates first reported a position in Healthpeak Properties in Q4 2020 and has held it in 23 quarters since.
Montag & Associates's Healthpeak Properties position peaked at $19K in Q4 2021.
764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.