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Patton Fund Management’s Healthpeak Properties DOC Stock Holding History

Patton Fund 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 		– Sell
-14,335
Closed -$236K – 197
2026
Q1 		$236K Buy
14,335
+1,333
+10% +$22.8K 0.04% 357
2025
Q4 		$209K Buy
13,002
+648
+5% +$11.4K 0.03% 456
2025
Q3 		$237K Hold
12,354
– – 0.04% 318
2025
Q2 		$216K Buy
+12,354
New +$219K 0.05% 414
2024
Q2 		– Sell
-13,198
Closed -$247K – 98
2024
Q1 		$247K Buy
+13,198
New +$240K 0.04% 85

Other funds holding DOC

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FG
Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Patton Fund Management's DOC Position: Q2 2026 in Review

Patton Fund Management sold out of Healthpeak Properties (DOC) in Q2 2026, closing a stake of 14,335 shares — an estimated $236K sold.

Patton Fund Management first reported a position in DOC in Q1 2024 and held it in 5 quarters. The position peaked at $247K in Q1 2024. 243 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Patton Fund Management reported no remaining Healthpeak Properties position as of Q2 2026 after selling out during the quarter.
  • Patton Fund Management sold 14,335 Healthpeak Properties shares in Q2 2026, an estimated $236K.
  • Patton Fund Management first reported a position in Healthpeak Properties in Q1 2024 and held it in 5 quarters.
  • Patton Fund Management's Healthpeak Properties position peaked at $247K in Q1 2024.
  • 243 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.