Patriot Financial Group Insurance Agency’s Healthpeak Properties DOC Stock Holding History

Patriot Financial Group Insurance Agency’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	–	Sell	-21,636	Closed	-$355K	–	539
2026 Q1	$355K	Buy	+21,636	New	+$371K	0.02%	516
2022 Q3	–	Sell	-49	Closed	-$1K	–	796
2022 Q2	$1K	Sell	49 -48	-49%	-$1.45K	﹤0.01%	1880
2022 Q1	$3K	Sell	97 -16	-14%	-$539	﹤0.01%	1756
2021 Q4	$4K	Hold	113	–	–	﹤0.01%	1767
2021 Q3	$4K	Buy	113 +10	+10%	+$354	﹤0.01%	1752
2021 Q2	$3K	Hold	103	–	–	﹤0.01%	1770
2021 Q1	$3K	Hold	103	–	–	﹤0.01%	1680
2020 Q4	$3K	Hold	103	–	–	﹤0.01%	1546
2020 Q3	$3K	Sell	103 -394	-79%	-$10.8K	﹤0.01%	1350
2020 Q2	$14K	Sell	497 -45	-8%	-$1.15K	0.01%	851
2020 Q1	$13K	Buy	542 +470	+653%	+$15.3K	0.01%	776
2019 Q4	$2K	Buy	72 +30	+71%	+$1.05K	﹤0.01%	1103
2019 Q3	$1K	Hold	42	–	–	﹤0.01%	1166
2019 Q2	$1K	Hold	42	–	–	﹤0.01%	1215
2019 Q1	$1K	Buy	+42	New	+$1.28K	﹤0.01%	1094

Other funds holding DOC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DOC Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Healthpeak Properties (DOC) in Q2 2026, closing a stake of 21,636 shares — an estimated $355K sold.

Patriot Financial Group Insurance Agency first reported a position in DOC in Q1 2019 and held it in 15 quarters. The position peaked at $355K in Q1 2026. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Patriot Financial Group Insurance Agency reported no remaining Healthpeak Properties position as of Q2 2026 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 21,636 Healthpeak Properties shares in Q2 2026, an estimated $355K.
Patriot Financial Group Insurance Agency first reported a position in Healthpeak Properties in Q1 2019 and held it in 15 quarters.
Patriot Financial Group Insurance Agency's Healthpeak Properties position peaked at $355K in Q1 2026.
764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.