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Romano Brothers & Co’s Healthpeak Properties DOC Stock Holding History

Romano Brothers & Co’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 		$676K Hold
31,597
– – 0.07% 207
2026
Q1 		$519K Sell
31,597
-8,707
-22% -$149K 0.06% 227
2025
Q4 		$648K Sell
40,304
-1,982
-5% -$34.9K 0.07% 202
2025
Q3 		$804K Buy
42,286
+8,707
+26% +$156K 0.09% 184
2025
Q2 		$588K Sell
33,579
-213
-0.6% -$3.78K 0.07% 206
2025
Q1 		$683K Sell
33,792
-4,015
-11% -$81.2K 0.09% 187
2024
Q4 		$766K Sell
37,807
-27,247
-42% -$590K 0.1% 179
2024
Q3 		$1.49M Buy
65,054
+3,302
+5% +$71.2K 0.19% 131
2024
Q2 		$1.21M Sell
61,752
-7,649
-11% -$146K 0.17% 137
2024
Q1 		$1.3M Buy
+69,401
New +$1.26M 0.18% 135
2023
Q1 		– Sell
-58
Closed -$1.45K – 467
2022
Q4 		$1.45K Buy
+58
New +$1.41K ﹤0.01% 961

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

Romano Brothers & Co's DOC Position: Q2 2026 in Review

Romano Brothers & Co held its Healthpeak Properties (DOC) position steady in Q2 2026 at 31,597 shares worth $676K. The position accounts for 0.07% of the portfolio, ranked #207.

Romano Brothers & Co first reported a position in DOC in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.49M in Q3 2024. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Romano Brothers & Co held 31,597 shares of Healthpeak Properties worth $676K as of Q2 2026.
  • Romano Brothers & Co left its Healthpeak Properties share count unchanged in Q2 2026.
  • Healthpeak Properties made up 0.07% of Romano Brothers & Co's portfolio in Q2 2026, its #207 holding.
  • Romano Brothers & Co first reported a position in Healthpeak Properties in Q4 2022 and has held it in 11 quarters since.
  • Romano Brothers & Co's Healthpeak Properties position peaked at $1.49M in Q3 2024.
  • 753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.