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Pinnacle Bancorp’s Healthpeak Properties DOC Stock Holding History

Pinnacle Bancorp’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 		$4.28K Hold
200
– – ﹤0.01% 853
2026
Q1 		$3.29K Hold
200
– – ﹤0.01% 840
2025
Q4 		$3.22K Hold
200
– – ﹤0.01% 827
2025
Q3 		$3.83K Sell
200
-1,100
-85% -$19.7K ﹤0.01% 831
2025
Q2 		$22.8K Hold
1,300
– – 0.01% 584
2025
Q1 		$26.3K Sell
1,300
-425
-25% -$8.6K 0.01% 536
2024
Q4 		$35K Sell
1,725
-1,500
-47% -$32.5K 0.01% 489
2024
Q3 		$73.8K Buy
3,225
+610
+23% +$13.1K 0.02% 348
2024
Q2 		$51.3K Sell
2,615
-125
-5% -$2.39K 0.02% 396
2024
Q1 		$51.4K Hold
2,740
– – 0.02% 397
2023
Q4 		$54.3K Sell
2,740
-50
-2% -$880 0.02% 372
2023
Q3 		$51.2K Sell
2,790
-4,209
-60% -$86.4K 0.02% 359
2023
Q2 		$141K Buy
6,999
+940
+16% +$19.5K 0.05% 224
2023
Q1 		$133K Buy
6,059
+125
+2% +$3.1K 0.05% 221
2022
Q4 		$149K Buy
5,934
+324
+6% +$7.88K 0.06% 211
2022
Q3 		$129K Hold
5,610
– – 0.06% 207
2022
Q2 		$145K Buy
5,610
+4,096
+271% +$124K 0.06% 196
2022
Q1 		$52K Buy
1,514
+1,389
+1,111% +$46.8K 0.02% 341
2021
Q4 		$5K Buy
+125
New +$4.31K ﹤0.01% 664
2019
Q1 		– Sell
-135
Closed -$4K – 688
2018
Q4 		$4K Buy
+135
New +$3.74K ﹤0.01% 656
2017
Q1 		$34K Buy
+1,075
New +$33K 0.02% 338

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

Pinnacle Bancorp's DOC Position: Q2 2026 in Review

Pinnacle Bancorp held its Healthpeak Properties (DOC) position steady in Q2 2026 at 200 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Pinnacle Bancorp first reported a position in DOC in Q1 2017 and has held it in 21 quarters since. The position peaked at $149K in Q4 2022. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Pinnacle Bancorp held 200 shares of Healthpeak Properties worth $4.28K as of Q2 2026.
  • Pinnacle Bancorp left its Healthpeak Properties share count unchanged in Q2 2026.
  • Healthpeak Properties made up ﹤0.01% of Pinnacle Bancorp's portfolio in Q2 2026, its #853 holding.
  • Pinnacle Bancorp first reported a position in Healthpeak Properties in Q1 2017 and has held it in 21 quarters since.
  • Pinnacle Bancorp's Healthpeak Properties position peaked at $149K in Q4 2022.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.