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Rossby Financial’s Healthpeak Properties DOC Stock Holding History

Rossby Financial’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 		$35.2K Sell
1,645
-146
-8% -$2.72K 0.01% 800
2026
Q1 		$29.3K Buy
1,791
+128
+8% +$2.19K 0.01% 893
2025
Q4 		$26.7K Sell
1,663
-3,941
-70% -$69.5K 0.01% 668
2025
Q3 		$107K Buy
+5,604
New +$100K 0.04% 383

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

Rossby Financial's DOC Position: Q2 2026 in Review

Rossby Financial reduced its Healthpeak Properties (DOC) stake by 8.2% in Q2 2026, selling an estimated $2.72K and leaving 1,645 shares worth $35.2K. The position accounts for 0.01% of the portfolio, ranked #800.

Rossby Financial first reported a position in DOC in Q3 2025 and has held it in 4 quarters since. The position peaked at $107K in Q3 2025. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Rossby Financial held 1,645 shares of Healthpeak Properties worth $35.2K as of Q2 2026.
  • Rossby Financial sold 146 Healthpeak Properties shares in Q2 2026, an estimated $2.72K.
  • Healthpeak Properties made up 0.01% of Rossby Financial's portfolio in Q2 2026, its #800 holding.
  • Rossby Financial first reported a position in Healthpeak Properties in Q3 2025 and has held it in 4 quarters since.
  • Rossby Financial's Healthpeak Properties position peaked at $107K in Q3 2025.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.