PA
DOC icon

Probity Advisors’s Healthpeak Properties DOC Stock Holding History

Probity Advisors’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
Q1 		$342K Sell
20,845
-38
-0.2% -$651 0.05% 189
2025
Q4 		$336K Sell
20,883
-2,349
-10% -$41.4K 0.05% 190
2025
Q3 		$445K Buy
23,232
+495
+2% +$8.88K 0.07% 164
2025
Q2 		$398K Buy
22,737
+4,301
+23% +$76.4K 0.07% 170
2025
Q1 		$373K Buy
18,436
+5,179
+39% +$105K 0.07% 172
2024
Q4 		$269K Buy
13,257
+334
+3% +$7.24K 0.05% 199
2024
Q3 		$296K Sell
12,923
-474
-4% -$10.2K 0.06% 197
2024
Q2 		$263K Buy
13,397
+1,242
+10% +$23.7K 0.05% 191
2024
Q1 		$228K Sell
12,155
-35
-0.3% -$636 0.05% 199
2023
Q4 		$241K Buy
+12,190
New +$214K 0.05% 193
2022
Q4 		$235K Buy
+9,384
New +$228K 0.05% 168

Other funds holding DOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Probity Advisors's DOC Position: Q1 2026 in Review

Probity Advisors reduced its Healthpeak Properties (DOC) stake by 0.18% in Q1 2026, selling an estimated $651 and leaving 20,845 shares worth $342K. The position accounts for 0.05% of the portfolio, ranked #189.

Probity Advisors first reported a position in DOC in Q4 2022 and has held it in 11 quarters since. The position peaked at $445K in Q3 2025. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • Probity Advisors held 20,845 shares of Healthpeak Properties worth $342K as of Q1 2026.
  • Probity Advisors sold 38 Healthpeak Properties shares in Q1 2026, an estimated $651.
  • Healthpeak Properties made up 0.05% of Probity Advisors's portfolio in Q1 2026, its #189 holding.
  • Probity Advisors first reported a position in Healthpeak Properties in Q4 2022 and has held it in 11 quarters since.
  • Probity Advisors's Healthpeak Properties position peaked at $445K in Q3 2025.
  • 756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Probity Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.