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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Rossby Financial's DOC Position: Q1 2026 in Review

Rossby Financial increased its Healthpeak Properties (DOC) stake by 7.7% in Q1 2026, buying an estimated $2.19K and bringing the position to 1,791 shares worth $29.3K. The position accounts for 0.01% of the portfolio, ranked #893.

Rossby Financial first reported a position in DOC in Q3 2025 and has held it in 3 quarters since. The position peaked at $107K in Q3 2025. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • Rossby Financial held 1,791 shares of Healthpeak Properties worth $29.3K as of Q1 2026.
  • Rossby Financial bought 128 Healthpeak Properties shares in Q1 2026, an estimated $2.19K.
  • Healthpeak Properties made up 0.01% of Rossby Financial's portfolio in Q1 2026, its #893 holding.
  • Rossby Financial first reported a position in Healthpeak Properties in Q3 2025 and has held it in 3 quarters since.
  • Rossby Financial's Healthpeak Properties position peaked at $107K in Q3 2025.
  • 756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.