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Private Trust Company’s Healthpeak Properties DOC Stock Holding History

Private Trust Company’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 		$95.1K Sell
4,444
-45
-1% -$840 0.01% 1088
2026
Q1 		$73.8K Buy
4,489
+196
+5% +$3.36K 0.01% 1141
2025
Q4 		$69K Sell
4,293
-239
-5% -$4.21K 0.01% 1162
2025
Q3 		$86.8K Sell
4,532
-2,694
-37% -$48.3K 0.01% 1058
2025
Q2 		$127K Sell
7,226
-2,787
-28% -$49.5K 0.01% 879
2025
Q1 		$202K Buy
10,013
+3,078
+44% +$62.3K 0.02% 705
2024
Q4 		$141K Sell
6,935
-1,615
-19% -$35K 0.01% 805
2024
Q3 		$196K Buy
8,550
+718
+9% +$15.5K 0.02% 707
2024
Q2 		$154K Buy
7,832
+3,567
+84% +$68.1K 0.02% 746
2024
Q1 		$80K Buy
4,265
+2,872
+206% +$52.2K 0.01% 946
2023
Q4 		$27.6K Buy
1,393
+854
+158% +$15K ﹤0.01% 1285
2023
Q3 		$9.89K Buy
539
+157
+41% +$3.22K ﹤0.01% 1604
2023
Q2 		$7.67K Sell
382
-1,976
-84% -$41K ﹤0.01% 1730
2023
Q1 		$51.8K Sell
2,358
-155
-6% -$3.84K 0.01% 984
2022
Q4 		$63K Sell
2,513
-24
-0.9% -$583 0.01% 878
2022
Q3 		$58K Buy
2,537
+325
+15% +$8.58K 0.01% 842
2022
Q2 		$57K Buy
+2,212
New +$67K 0.01% 870
2014
Q4 		– Sell
-7,598
Closed -$275K – 514
2014
Q3 		$275K Buy
7,598
+945
+14% +$35.8K 0.09% 237
2014
Q2 		$251K Buy
6,653
+5,738
+627% +$216K 0.08% 255
2014
Q1 		$32K Buy
915
+186
+26% +$6.42K 0.01% 613
2013
Q4 		$24K Buy
729
+254
+53% +$9.06K 0.01% 653
2013
Q3 		$18K Buy
475
+145
+44% +$5.65K 0.01% 696
2013
Q2 		$14K Buy
+330
New +$15.1K 0.01% 739

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

Private Trust Company's DOC Position: Q2 2026 in Review

Private Trust Company reduced its Healthpeak Properties (DOC) stake by 1% in Q2 2026, selling an estimated $840 and leaving 4,444 shares worth $95.1K. The position accounts for 0.01% of the portfolio, ranked #1088.

Private Trust Company first reported a position in DOC in Q2 2013 and has held it in 23 quarters since. The position peaked at $275K in Q3 2014. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Private Trust Company held 4,444 shares of Healthpeak Properties worth $95.1K as of Q2 2026.
  • Private Trust Company sold 45 Healthpeak Properties shares in Q2 2026, an estimated $840.
  • Healthpeak Properties made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #1088 holding.
  • Private Trust Company first reported a position in Healthpeak Properties in Q2 2013 and has held it in 23 quarters since.
  • Private Trust Company's Healthpeak Properties position peaked at $275K in Q3 2014.
  • 753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.