Pathstone Holdings
DOC icon

Pathstone Holdings’s Healthpeak Properties DOC Stock Holding History

Pathstone Holdings’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 		$1.91M Sell
88,990
-1,768
-2% -$33K 0.01% 1127
2026
Q1 		$1.49M Buy
90,758
+27,301
+43% +$468K 0.01% 1197
2025
Q4 		$1.02M Sell
63,457
-34,535
-35% -$609K ﹤0.01% 1399
2025
Q3 		$1.88M Buy
97,992
+3,616
+4% +$64.8K 0.01% 1068
2025
Q2 		$1.65M Sell
94,376
-1,399
-1% -$24.8K 0.01% 1112
2025
Q1 		$1.94M Buy
95,775
+3,655
+4% +$73.9K 0.01% 1005
2024
Q4 		$1.87M Buy
92,120
+6,068
+7% +$131K 0.01% 1008
2024
Q3 		$1.97M Buy
86,052
+2,226
+3% +$48K 0.01% 974
2024
Q2 		$1.64M Sell
83,826
-16,234
-16% -$310K 0.01% 1022
2024
Q1 		$1.87M Buy
100,060
+62,895
+169% +$1.14M 0.01% 942
2023
Q4 		$738K Buy
+37,165
New +$654K ﹤0.01% 1262

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

Pathstone Holdings's DOC Position: Q2 2026 in Review

Pathstone Holdings reduced its Healthpeak Properties (DOC) stake by 1.9% in Q2 2026, selling an estimated $33K and leaving 88,990 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #1127.

Pathstone Holdings first reported a position in DOC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.97M in Q3 2024. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Pathstone Holdings held 88,990 shares of Healthpeak Properties worth $1.91M as of Q2 2026.
  • Pathstone Holdings sold 1,768 Healthpeak Properties shares in Q2 2026, an estimated $33K.
  • Healthpeak Properties made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1127 holding.
  • Pathstone Holdings first reported a position in Healthpeak Properties in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Healthpeak Properties position peaked at $1.97M in Q3 2024.
  • 753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.