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 Q3	$531K	Sell	26,598 -78,691	-75%	-$1.67M	0.05%	411
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

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Oak Thistle LLC's DOC Position: Q3 2026 in Review

Oak Thistle LLC reduced its Healthpeak Properties (DOC) stake by 75% in Q3 2026, selling an estimated $1.67M and leaving 26,598 shares worth $531K. The position accounts for 0.05% of the portfolio, ranked #411.

Oak Thistle LLC first reported a position in DOC in Q1 2023 and has held it in 9 quarters since. The position peaked at $3.94M in Q4 2025. 602 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

Oak Thistle LLC held 26,598 shares of Healthpeak Properties worth $531K as of Q3 2026.
Oak Thistle LLC sold 78,691 Healthpeak Properties shares in Q3 2026, an estimated $1.67M.
Healthpeak Properties made up 0.05% of Oak Thistle LLC's portfolio in Q3 2026, its #411 holding.
Oak Thistle LLC first reported a position in Healthpeak Properties in Q1 2023 and has held it in 9 quarters since.
Oak Thistle LLC's Healthpeak Properties position peaked at $3.94M in Q4 2025.
602 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on Oak Thistle LLC's 13F filing for Q3 2026, filed 21 Oct 2026.