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Principal Securities’s Healthpeak Properties DOC Stock Holding History

Principal Securities’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 		$1.21M Sell
56,523
-558
-1% -$10.4K 0.01% 718
2026
Q1 		$938K Buy
57,081
+1,055
+2% +$18.1K 0.01% 744
2025
Q4 		$901K Buy
56,026
+2,102
+4% +$37.1K 0.01% 723
2025
Q3 		$1.03M Buy
53,924
+49,479
+1,113% +$887K 0.02% 656
2025
Q2 		$77.8K Buy
4,445
+796
+22% +$14.1K ﹤0.01% 1645
2025
Q1 		$74K Buy
3,649
+57
+2% +$1.15K ﹤0.01% 1577
2024
Q4 		$72.8K Buy
3,592
+1,189
+49% +$25.8K ﹤0.01% 1586
2024
Q3 		$55K Sell
2,403
-1,222
-34% -$26.3K ﹤0.01% 1648
2024
Q2 		$71K Sell
3,625
-419
-10% -$8K ﹤0.01% 1451
2024
Q1 		$75.8K Buy
4,044
+1,335
+49% +$24.3K ﹤0.01% 1385
2023
Q4 		$53.6K Buy
+2,709
New +$47.7K ﹤0.01% 1448

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

Principal Securities's DOC Position: Q2 2026 in Review

Principal Securities reduced its Healthpeak Properties (DOC) stake by 0.98% in Q2 2026, selling an estimated $10.4K and leaving 56,523 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #718.

Principal Securities first reported a position in DOC in Q4 2023 and has held it in 11 quarters since. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Principal Securities held 56,523 shares of Healthpeak Properties worth $1.21M as of Q2 2026.
  • Principal Securities sold 558 Healthpeak Properties shares in Q2 2026, an estimated $10.4K.
  • Healthpeak Properties made up 0.01% of Principal Securities's portfolio in Q2 2026, its #718 holding.
  • Principal Securities first reported a position in Healthpeak Properties in Q4 2023 and has held it in 11 quarters since.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.