North Star Investment Management’s Healthpeak Properties DOC Stock Holding History

North Star 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 Q1	$125K	Buy	7,586 +5,000	+193%	+$85.7K	0.01%	568
2025 Q4	$41.6K	Hold	2,586	–	–	﹤0.01%	711
2025 Q3	$49.5K	Hold	2,586	–	–	﹤0.01%	651
2025 Q2	$45.3K	Hold	2,586	–	–	﹤0.01%	650
2025 Q1	$52.3K	Sell	2,586 -229	-8%	-$4.63K	﹤0.01%	604
2024 Q4	$57.1K	Hold	2,815	–	–	﹤0.01%	597
2024 Q3	$64.4K	Hold	2,815	–	–	﹤0.01%	565
2024 Q2	$55.2K	Buy	2,815 +750	+36%	+$14.3K	﹤0.01%	586
2024 Q1	$38.7K	Buy	2,065 +336	+19%	+$6.11K	﹤0.01%	650
2023 Q4	$34.2K	Sell	1,729 -19	-1%	-$334	﹤0.01%	650
2023 Q3	$32.1K	Hold	1,748	–	–	﹤0.01%	664
2023 Q2	$35.1K	Hold	1,748	–	–	﹤0.01%	661
2023 Q1	$38.4K	Hold	1,748	–	–	﹤0.01%	659
2022 Q4	$43.8K	Buy	1,748 +19	+1%	+$462	﹤0.01%	618
2022 Q3	$40K	Hold	1,729	–	–	﹤0.01%	578
2022 Q2	$45K	Hold	1,729	–	–	﹤0.01%	561
2022 Q1	$59K	Hold	1,729	–	–	﹤0.01%	544
2021 Q4	$62K	Hold	1,729	–	–	﹤0.01%	571
2021 Q3	$58K	Hold	1,729	–	–	﹤0.01%	564
2021 Q2	$58K	Hold	1,729	–	–	﹤0.01%	561
2021 Q1	$55K	Hold	1,729	–	–	0.01%	537
2020 Q4	$52K	Buy	1,729 +200	+13%	+$5.82K	0.01%	528
2020 Q3	$42K	Hold	1,529	–	–	0.01%	537
2020 Q2	$42K	Hold	1,529	–	–	0.01%	520
2020 Q1	$36K	Hold	1,529	–	–	0.01%	542
2019 Q4	$53K	Hold	1,529	–	–	0.01%	545
2019 Q3	$54K	Buy	+1,529	New	+$51.6K	0.01%	536
2019 Q2	–	Sell	-1,329	Closed	-$42K	–	521
2019 Q1	$42K	Hold	1,329	–	–	﹤0.01%	589
2018 Q4	$37K	Hold	1,329	–	–	﹤0.01%	567
2018 Q3	$35K	Hold	1,329	–	–	﹤0.01%	626
2018 Q2	$34K	Hold	1,329	–	–	﹤0.01%	635
2018 Q1	$31K	Sell	1,329 -300	-18%	-$6.97K	﹤0.01%	648
2017 Q4	$42K	Hold	1,629	–	–	0.01%	572
2017 Q3	$45K	Buy	1,629 +100	+7%	+$3.01K	0.01%	570
2017 Q2	$49K	Hold	1,529	–	–	0.01%	541
2017 Q1	$48K	Hold	1,529	–	–	0.01%	530
2016 Q4	$45K	Buy	+1,529	New	+$46.6K	0.01%	510
2016 Q2	–	Sell	-1,318	Closed	-$39K	–	790
2016 Q1	$39K	Hold	1,318	–	–	0.01%	423
2015 Q4	$46K	Sell	1,318 -208	-14%	-$6.96K	0.01%	406
2015 Q3	$52K	Hold	1,526	–	–	0.01%	397
2015 Q2	$51K	Sell	1,526 -439	-22%	-$16K	0.01%	388
2015 Q1	$77K	Buy	1,965 +5	+0.3%	+$201	0.01%	349
2014 Q4	$79K	Buy	1,960 +203	+12%	+$8.05K	0.02%	343
2014 Q3	$64K	Hold	1,757	–	–	0.01%	348
2014 Q2	$66K	Hold	1,757	–	–	0.01%	352
2014 Q1	$62K	Buy	+1,757	New	+$60.7K	0.01%	355

Other funds holding DOC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

North Star Investment Management's DOC Position: Q1 2026 in Review

North Star Investment Management increased its Healthpeak Properties (DOC) stake by 193% in Q1 2026, buying an estimated $85.7K and bringing the position to 7,586 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #568.

North Star Investment Management first reported a position in DOC in Q1 2014 and has held it in 46 quarters since. 757 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

North Star Investment Management held 7,586 shares of Healthpeak Properties worth $125K as of Q1 2026.
North Star Investment Management bought 5,000 Healthpeak Properties shares in Q1 2026, an estimated $85.7K.
Healthpeak Properties made up 0.01% of North Star Investment Management's portfolio in Q1 2026, its #568 holding.
North Star Investment Management first reported a position in Healthpeak Properties in Q1 2014 and has held it in 46 quarters since.
757 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.