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Morningstar Investment Management’s Healthpeak Properties DOC Stock Holding History

Morningstar Investment Management’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 		$5.1M Hold
310,140
– – 0.31% 69
2026
Q1 		$5.1M Buy
310,140
+24,595
+9% +$421K 0.32% 69
2025
Q4 		$4.59M Buy
285,545
+37,612
+15% +$663K 0.27% 81
2025
Q3 		$4.75M Buy
+247,933
New +$4.45M 0.17% 146

Other funds holding DOC

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Morningstar Investment Management's DOC Position: Q2 2026 in Review

Morningstar Investment Management held its Healthpeak Properties (DOC) position steady in Q2 2026 at 310,140 shares worth $5.1M. The position accounts for 0.31% of the portfolio, ranked #69.

Morningstar Investment Management first reported a position in DOC in Q3 2025 and has held it in 4 quarters since. 243 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Morningstar Investment Management held 310,140 shares of Healthpeak Properties worth $5.1M as of Q2 2026.
  • Morningstar Investment Management left its Healthpeak Properties share count unchanged in Q2 2026.
  • Healthpeak Properties made up 0.31% of Morningstar Investment Management's portfolio in Q2 2026, its #69 holding.
  • Morningstar Investment Management first reported a position in Healthpeak Properties in Q3 2025 and has held it in 4 quarters since.
  • 243 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.