RFP
DOC icon

Root Financial Partners’s Healthpeak Properties DOC Stock Holding History

Root Financial Partners’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 		– Sell
-1,461
Closed -$24K – 1142
2026
Q1 		$24K Buy
1,461
+570
+64% +$9.77K ﹤0.01% 1217
2025
Q4 		$14.3K Buy
891
+45
+5% +$793 ﹤0.01% 1340
2025
Q3 		$16.2K Buy
+846
New +$15.2K ﹤0.01% 1223

Other funds holding DOC

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FG
Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Root Financial Partners's DOC Position: Q2 2026 in Review

Root Financial Partners sold out of Healthpeak Properties (DOC) in Q2 2026, closing a stake of 1,461 shares — an estimated $24K sold.

Root Financial Partners first reported a position in DOC in Q3 2025 and held it in 3 quarters. The position peaked at $24K in Q1 2026. 246 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Root Financial Partners reported no remaining Healthpeak Properties position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,461 Healthpeak Properties shares in Q2 2026, an estimated $24K.
  • Root Financial Partners first reported a position in Healthpeak Properties in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Healthpeak Properties position peaked at $24K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.