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Robertson Stephens Wealth Management’s Healthpeak Properties DOC Stock Holding History

Robertson Stephens Wealth Management’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 		$452K Hold
21,140
– – 0.01% 458
2026
Q1 		$347K Buy
21,140
+40
+0.2% +$685 0.01% 479
2025
Q4 		$339K Hold
21,100
– – 0.01% 503
2025
Q3 		$404K Sell
21,100
-25
-0.1% -$448 0.01% 395
2025
Q2 		$370K Sell
21,125
-72
-0.3% -$1.28K 0.01% 425
2025
Q1 		$429K Sell
21,197
-629
-3% -$12.7K 0.01% 393
2024
Q4 		$442K Buy
21,826
+32
+0.1% +$693 0.02% 381
2024
Q3 		$498K Sell
21,794
-891
-4% -$19.2K 0.02% 415
2024
Q2 		$445K Buy
22,685
+835
+4% +$15.9K 0.02% 350
2024
Q1 		$410K Sell
21,850
-175
-0.8% -$3.18K 0.02% 375
2023
Q4 		$436K Sell
22,025
-270
-1% -$4.75K 0.03% 333
2023
Q3 		$412K Buy
22,295
+497
+2% +$10.2K 0.03% 330
2023
Q2 		$438K Sell
21,798
-116
-0.5% -$2.41K 0.03% 300
2023
Q1 		$481K Sell
21,914
-731
-3% -$18.1K 0.04% 292
2022
Q4 		$568K Sell
22,645
-430
-2% -$10.5K 0.06% 246
2022
Q3 		$528K Sell
23,075
-845
-4% -$22.3K 0.06% 212
2022
Q2 		$619K Sell
23,920
-86
-0.4% -$2.61K 0.06% 216
2022
Q1 		$824K Buy
24,006
+155
+0.6% +$5.22K 0.07% 202
2021
Q4 		$860K Buy
+23,851
New +$823K 0.07% 199

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

Robertson Stephens Wealth Management's DOC Position: Q2 2026 in Review

Robertson Stephens Wealth Management held its Healthpeak Properties (DOC) position steady in Q2 2026 at 21,140 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #458.

Robertson Stephens Wealth Management first reported a position in DOC in Q4 2021 and has held it in 19 quarters since. The position peaked at $860K in Q4 2021. 757 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Robertson Stephens Wealth Management held 21,140 shares of Healthpeak Properties worth $452K as of Q2 2026.
  • Robertson Stephens Wealth Management left its Healthpeak Properties share count unchanged in Q2 2026.
  • Healthpeak Properties made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #458 holding.
  • Robertson Stephens Wealth Management first reported a position in Healthpeak Properties in Q4 2021 and has held it in 19 quarters since.
  • Robertson Stephens Wealth Management's Healthpeak Properties position peaked at $860K in Q4 2021.
  • 757 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.