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O'Shaughnessy Asset Management’s Healthpeak Properties DOC Stock Holding History

O'Shaughnessy Asset 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 		$534K Buy
24,947
+1,511
+6% +$28.2K ﹤0.01% 1571
2026
Q1 		$385K Sell
23,436
-8,358
-26% -$143K ﹤0.01% 1657
2025
Q4 		$511K Sell
31,794
-5,238
-14% -$92.3K ﹤0.01% 1493
2025
Q3 		$709K Buy
37,032
+837
+2% +$15K ﹤0.01% 1297
2025
Q2 		$634K Sell
36,195
-39,992
-52% -$710K ﹤0.01% 1259
2025
Q1 		$1.54M Buy
76,187
+2,255
+3% +$45.6K 0.01% 803
2024
Q4 		$1.5M Sell
73,932
-2,327
-3% -$50.4K 0.01% 770
2024
Q3 		$1.67M Buy
76,259
+19,528
+34% +$421K 0.01% 709
2024
Q2 		$1.11M Buy
56,731
+21,432
+61% +$409K 0.01% 809
2024
Q1 		$662K Sell
35,299
-49,263
-58% -$895K 0.01% 970
2023
Q4 		$1.67M Sell
84,562
-20,522
-20% -$361K 0.02% 586
2023
Q3 		$1.93M Buy
+105,084
New +$2.16M 0.03% 494
2021
Q4 		– Sell
-2,374
Closed -$79K – 1567
2021
Q3 		$79K Buy
2,374
+386
+19% +$13.7K ﹤0.01% 1468
2021
Q2 		$66K Buy
1,988
+516
+35% +$17.3K ﹤0.01% 1469
2021
Q1 		$47K Buy
1,472
+175
+13% +$5.32K ﹤0.01% 1415
2020
Q4 		$39K Buy
1,297
+512
+65% +$14.9K ﹤0.01% 1299
2020
Q3 		$21K Buy
785
+134
+21% +$3.67K ﹤0.01% 1239
2020
Q2 		$18K Buy
651
+610
+1,488% +$15.6K ﹤0.01% 1156
2020
Q1 		$1K Sell
41
-123
-75% -$4.01K ﹤0.01% 1208
2019
Q4 		$6K Buy
164
+94
+134% +$3.29K ﹤0.01% 1408
2019
Q3 		$2K Sell
70
-2
-3% -$68 ﹤0.01% 859
2019
Q2 		$2K Buy
72
+30
+71% +$933 ﹤0.01% 860
2019
Q1 		$1K Buy
+42
New +$1.28K ﹤0.01% 877
2015
Q4 		– Sell
-81
Closed -$3K – 935
2015
Q3 		$3K Sell
81
-100
-55% -$3.46K ﹤0.01% 803
2015
Q2 		$6K Buy
+181
New +$6.59K ﹤0.01% 807

Other funds holding DOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

O'Shaughnessy Asset Management's DOC Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Healthpeak Properties (DOC) stake by 6.4% in Q2 2026, buying an estimated $28.2K and bringing the position to 24,947 shares worth $534K. The position accounts for ﹤0.01% of the portfolio, ranked #1571.

O'Shaughnessy Asset Management first reported a position in DOC in Q2 2015 and has held it in 25 quarters since. The position peaked at $1.93M in Q3 2023. 763 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • O'Shaughnessy Asset Management held 24,947 shares of Healthpeak Properties worth $534K as of Q2 2026.
  • O'Shaughnessy Asset Management bought 1,511 Healthpeak Properties shares in Q2 2026, an estimated $28.2K.
  • Healthpeak Properties made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1571 holding.
  • O'Shaughnessy Asset Management first reported a position in Healthpeak Properties in Q2 2015 and has held it in 25 quarters since.
  • O'Shaughnessy Asset Management's Healthpeak Properties position peaked at $1.93M in Q3 2023.
  • 763 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.