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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
Q2 		$453K Buy
21,152
+307
+1% +$5.73K 0.06% 171
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 $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

Probity Advisors's DOC Position: Q2 2026 in Review

Probity Advisors increased its Healthpeak Properties (DOC) stake by 1.5% in Q2 2026, buying an estimated $5.73K and bringing the position to 21,152 shares worth $453K. The position accounts for 0.06% of the portfolio, ranked #171.

Probity Advisors first reported a position in DOC in Q4 2022 and has held it in 12 quarters since. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Probity Advisors held 21,152 shares of Healthpeak Properties worth $453K as of Q2 2026.
  • Probity Advisors bought 307 Healthpeak Properties shares in Q2 2026, an estimated $5.73K.
  • Healthpeak Properties made up 0.06% of Probity Advisors's portfolio in Q2 2026, its #171 holding.
  • Probity Advisors first reported a position in Healthpeak Properties in Q4 2022 and has held it in 12 quarters since.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Probity Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.