Root Financial Partners
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
Q3 		$33.6K Buy
+1,684
New +$35.7K ﹤0.01% 1283
2026
Q2 		– Sell
-1,461
Closed -$24K – 1142
2026
Q1 		$24K Buy
1,461
+570
+64% +$9.8K ﹤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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Root Financial Partners's DOC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Healthpeak Properties (DOC) in Q3 2026: 1,684 shares worth $33.6K. The stake represents ﹤0.01% of the portfolio and ranks #1283 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DOC as recently as Q1 2026.

Root Financial Partners first reported a position in DOC in Q3 2025 and has held it in 4 quarters since. 647 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

  • Root Financial Partners held 1,684 shares of Healthpeak Properties worth $33.6K as of Q3 2026.
  • Healthpeak Properties was a new Root Financial Partners position in Q3 2026.
  • Healthpeak Properties made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1283 holding.
  • Root Financial Partners first reported a position in Healthpeak Properties in Q3 2025 and has held it in 4 quarters since.
  • 647 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.