Naviter Wealth’s Healthpeak Properties DOC Stock Holding History

Naviter Wealth’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	$732K	Sell	34,184 -78	-0.2%	-$1.46K	0.07%	194
2026 Q1	$563K	Sell	34,262 -1,217	-3%	-$20.9K	0.07%	194
2025 Q4	$571K	Sell	35,479 -7,081	-17%	-$125K	0.07%	189
2025 Q3	$815K	Sell	42,560 -2,167	-5%	-$38.9K	0.09%	169
2025 Q2	$783K	Buy	44,727 +5,126	+13%	+$91K	0.1%	174
2025 Q1	$800K	Buy	39,601 +1,540	+4%	+$31.1K	0.1%	183
2024 Q4	$771K	Buy	+38,061	New	+$825K	0.09%	185
2024 Q1	–	Sell	-33,295	Closed	-$659K	–	237
2023 Q4	$659K	Sell	33,295 -1,142	-3%	-$20.1K	0.13%	164
2023 Q3	$632K	Buy	34,437 +3,219	+10%	+$66.1K	0.15%	157
2023 Q2	$627K	Buy	31,218 +4,954	+19%	+$103K	0.16%	157
2023 Q1	$577K	Buy	26,264 +7,247	+38%	+$180K	0.2%	140
2022 Q4	$517K	Buy	19,017 +4,979	+35%	+$121K	0.14%	148
2022 Q3	$322K	Buy	+14,038	New	+$371K	0.13%	155

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 $3.37T AUM 44.26% 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

Naviter Wealth's DOC Position: Q2 2026 in Review

Naviter Wealth reduced its Healthpeak Properties (DOC) stake by 0.23% in Q2 2026, selling an estimated $1.46K and leaving 34,184 shares worth $732K. The position accounts for 0.07% of the portfolio, ranked #194.

Naviter Wealth first reported a position in DOC in Q3 2022 and has held it in 13 quarters since. The position peaked at $815K in Q3 2025. 761 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Naviter Wealth held 34,184 shares of Healthpeak Properties worth $732K as of Q2 2026.
Naviter Wealth sold 78 Healthpeak Properties shares in Q2 2026, an estimated $1.46K.
Healthpeak Properties made up 0.07% of Naviter Wealth's portfolio in Q2 2026, its #194 holding.
Naviter Wealth first reported a position in Healthpeak Properties in Q3 2022 and has held it in 13 quarters since.
Naviter Wealth's Healthpeak Properties position peaked at $815K in Q3 2025.
761 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.