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Parkside Financial Bank & Trust’s Healthpeak Properties DOC Stock Holding History

Parkside Financial Bank & Trust’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 		$247K Sell
15,007
-142
-0.9% -$2.43K 0.02% 401
2025
Q4 		$244K Sell
15,149
-16
-0.1% -$282 0.02% 404
2025
Q3 		$290K Sell
15,165
-30
-0.2% -$538 0.02% 357
2025
Q2 		$266K Sell
15,195
-631
-4% -$11.2K 0.03% 366
2025
Q1 		$320K Buy
15,826
+2,084
+15% +$42.1K 0.04% 294
2024
Q4 		$279K Buy
13,742
+454
+3% +$9.84K 0.04% 309
2024
Q3 		$304K Sell
13,288
-166
-1% -$3.58K 0.04% 281
2024
Q2 		$264K Buy
13,454
+363
+3% +$6.93K 0.04% 293
2024
Q1 		$245K Buy
13,091
+888
+7% +$16.1K 0.04% 309
2023
Q4 		$242K Buy
12,203
+3,246
+36% +$57.1K 0.04% 277
2023
Q3 		$164K Sell
8,957
-181
-2% -$3.72K 0.04% 301
2023
Q2 		$184K Sell
9,138
-239
-3% -$4.96K 0.04% 278
2023
Q1 		$206K Sell
9,377
-342
-4% -$8.48K 0.06% 231
2022
Q4 		$244K Buy
9,719
+449
+5% +$10.9K 0.07% 202
2022
Q3 		$212K Buy
9,270
+1,681
+22% +$44.4K 0.07% 205
2022
Q2 		$196K Buy
7,589
+299
+4% +$9.06K 0.06% 224
2022
Q1 		$251K Buy
7,290
+799
+12% +$26.9K 0.07% 207
2021
Q4 		$235K Sell
6,491
-1,579
-20% -$54.5K 0.06% 222
2021
Q3 		$270K Buy
8,070
+18
+0.2% +$637 0.08% 169
2021
Q2 		$268K Buy
8,052
+170
+2% +$5.71K 0.08% 166
2021
Q1 		$251K Buy
7,882
+620
+9% +$18.8K 0.08% 170
2020
Q4 		$219K Buy
7,262
+728
+11% +$21.2K 0.07% 185
2020
Q3 		$177K Sell
6,534
-1,875
-22% -$51.4K 0.06% 200
2020
Q2 		$232K Buy
8,409
+48
+0.6% +$1.23K 0.08% 180
2020
Q1 		$199K Sell
8,361
-6
-0.1% -$196 0.08% 171
2019
Q4 		$288K Buy
8,367
+45
+0.5% +$1.57K 0.08% 159
2019
Q3 		$297K Hold
8,322
– – 0.1% 151
2019
Q2 		$266K Buy
8,322
+400
+5% +$12.4K 0.09% 159
2019
Q1 		$248K Buy
7,922
+86
+1% +$2.62K 0.08% 160
2018
Q4 		$219K Sell
7,836
-247
-3% -$6.84K 0.08% 156
2018
Q3 		$213K Sell
8,083
-406
-5% -$10.7K 0.07% 171
2018
Q2 		$220K Buy
8,489
+186
+2% +$4.39K 0.08% 165
2018
Q1 		$193K Buy
8,303
+936
+13% +$21.7K 0.07% 169
2017
Q4 		$193K Buy
7,367
+191
+3% +$5.06K 0.07% 167
2017
Q3 		$200K Sell
7,176
-18
-0.3% -$541 0.08% 156
2017
Q2 		$230K Buy
7,194
+54
+0.8% +$1.71K 0.09% 142
2017
Q1 		$223K Sell
7,140
-85
-1% -$2.61K 0.1% 142
2016
Q4 		$215K Sell
7,225
-144
-2% -$4.39K 0.09% 153
2016
Q3 		$254K Buy
7,369
+110
+2% +$3.85K 0.12% 135
2016
Q2 		$234K Buy
7,259
+500
+7% +$15.5K 0.11% 132
2016
Q1 		$201K Buy
6,759
+157
+2% +$4.71K 0.1% 146
2015
Q4 		$230K Buy
6,602
+17
+0.3% +$569 0.11% 129
2015
Q3 		$223K Sell
6,585
-94
-1% -$3.25K 0.13% 120
2015
Q2 		$222K Sell
6,679
-44
-0.7% -$1.6K 0.12% 155
2015
Q1 		$265K Sell
6,723
-33
-0.5% -$1.32K 0.14% 136
2014
Q4 		$271K Sell
6,756
-232
-3% -$9.21K 0.15% 127
2014
Q3 		$252K Buy
6,988
+85
+1% +$3.22K 0.15% 138
2014
Q2 		$261K Buy
+6,903
New +$260K 0.16% 133

Other funds holding DOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Parkside Financial Bank & Trust's DOC Position: Q1 2026 in Review

Parkside Financial Bank & Trust reduced its Healthpeak Properties (DOC) stake by 0.94% in Q1 2026, selling an estimated $2.43K and leaving 15,007 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #401.

Parkside Financial Bank & Trust first reported a position in DOC in Q2 2014 and has held it in 48 quarters since. The position peaked at $320K in Q1 2025. 757 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • Parkside Financial Bank & Trust held 15,007 shares of Healthpeak Properties worth $247K as of Q1 2026.
  • Parkside Financial Bank & Trust sold 142 Healthpeak Properties shares in Q1 2026, an estimated $2.43K.
  • Healthpeak Properties made up 0.02% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #401 holding.
  • Parkside Financial Bank & Trust first reported a position in Healthpeak Properties in Q2 2014 and has held it in 48 quarters since.
  • Parkside Financial Bank & Trust's Healthpeak Properties position peaked at $320K in Q1 2025.
  • 757 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.