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&Partners’s Healthpeak Properties DOC Stock Holding History

&Partners’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 		$1.96M Buy
91,437
+14,179
+18% +$265K 0.01% 1044
2026
Q1 		$1.26M Buy
77,258
+12,591
+19% +$216K 0.01% 1164
2025
Q4 		$1.04M Buy
64,667
+8,856
+16% +$156K 0.01% 1201
2025
Q3 		$1.07M Buy
55,811
+24,467
+78% +$439K 0.01% 1059
2025
Q2 		$550K Buy
31,344
+4,863
+18% +$86.4K ﹤0.01% 1309
2025
Q1 		$535K Buy
26,481
+10,986
+71% +$222K 0.01% 1105
2024
Q4 		$316K Buy
15,495
+3,763
+32% +$81.5K ﹤0.01% 1308
2024
Q3 		$268K Buy
+11,732
New +$253K 0.01% 1163

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 $3.37T AUM 44.26% 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

&Partners's DOC Position: Q2 2026 in Review

&Partners increased its Healthpeak Properties (DOC) stake by 18% in Q2 2026, buying an estimated $265K and bringing the position to 91,437 shares worth $1.96M. The position accounts for 0.01% of the portfolio, ranked #1044.

&Partners first reported a position in DOC in Q3 2024 and has held it in 8 quarters since. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • &Partners held 91,437 shares of Healthpeak Properties worth $1.96M as of Q2 2026.
  • &Partners bought 14,179 Healthpeak Properties shares in Q2 2026, an estimated $265K.
  • Healthpeak Properties made up 0.01% of &Partners's portfolio in Q2 2026, its #1044 holding.
  • &Partners first reported a position in Healthpeak Properties in Q3 2024 and has held it in 8 quarters since.
  • 753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.