Oak Thistle LLC’s Healthpeak Properties DOC Stock Holding History

Oak Thistle LLC’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	$2.25M	Buy	105,289 +22,981	+28%	+$429K	0.22%	181
2026 Q1	$1.35M	Sell	82,308 -162,617	-66%	-$2.79M	0.13%	290
2025 Q4	$3.94M	Buy	+244,925	New	+$4.32M	0.55%	11
2025 Q2	–	Sell	-68,906	Closed	-$1.39M	–	492
2025 Q1	$1.39M	Buy	+68,906	New	+$1.39M	0.28%	123
2024 Q1	–	Sell	-26,259	Closed	-$520K	–	350
2023 Q4	$520K	Sell	26,259 -27,654	-51%	-$486K	0.15%	279
2023 Q3	$990K	Sell	53,913 -29,898	-36%	-$614K	0.29%	122
2023 Q2	$1.68M	Buy	83,811 +74,355	+786%	+$1.54M	0.89%	4
2023 Q1	$208K	Buy	+9,456	New	+$234K	0.12%	337

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

Oak Thistle LLC's DOC Position: Q2 2026 in Review

Oak Thistle LLC increased its Healthpeak Properties (DOC) stake by 28% in Q2 2026, buying an estimated $429K and bringing the position to 105,289 shares worth $2.25M. The position accounts for 0.22% of the portfolio, ranked #181.

Oak Thistle LLC first reported a position in DOC in Q1 2023 and has held it in 8 quarters since. The position peaked at $3.94M in Q4 2025. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Oak Thistle LLC held 105,289 shares of Healthpeak Properties worth $2.25M as of Q2 2026.
Oak Thistle LLC bought 22,981 Healthpeak Properties shares in Q2 2026, an estimated $429K.
Healthpeak Properties made up 0.22% of Oak Thistle LLC's portfolio in Q2 2026, its #181 holding.
Oak Thistle LLC first reported a position in Healthpeak Properties in Q1 2023 and has held it in 8 quarters since.
Oak Thistle LLC's Healthpeak Properties position peaked at $3.94M in Q4 2025.
759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.