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Rothschild Investment LLC’s Healthpeak Properties DOC Stock Holding History

Rothschild Investment LLC’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 		$110K Buy
5,121
+2,545
+99% +$47.5K ﹤0.01% 1025
2026
Q1 		$42.3K Buy
2,576
+715
+38% +$12.3K ﹤0.01% 1170
2025
Q4 		$29.9K Buy
1,861
+118
+7% +$2.08K ﹤0.01% 1184
2025
Q3 		$33.4K Sell
1,743
-243
-12% -$4.36K ﹤0.01% 1109
2025
Q2 		$34.8K Sell
1,986
-501
-20% -$8.9K ﹤0.01% 875
2025
Q1 		$50.3K Buy
2,487
+1,053
+73% +$21.3K ﹤0.01% 766
2024
Q4 		$29.1K Sell
1,434
-31
-2% -$672 ﹤0.01% 913
2024
Q3 		$33.5K Buy
1,465
+85
+6% +$1.83K ﹤0.01% 872
2024
Q2 		$27K Sell
1,380
-34,205
-96% -$653K ﹤0.01% 903
2024
Q1 		$667K Buy
35,585
+35,265
+11,020% +$641K 0.05% 285
2023
Q4 		$6.34K Buy
+320
New +$5.63K ﹤0.01% 1056
2016
Q2 		– Sell
-7,686
Closed -$228K – 491
2016
Q1 		$228K Hold
7,686
– – 0.03% 393
2015
Q4 		$268K Hold
7,686
– – 0.03% 374
2015
Q3 		$261K Hold
7,686
– – 0.03% 382
2015
Q2 		$255K Hold
7,686
– – 0.03% 417
2015
Q1 		$302K Sell
7,686
-659
-8% -$26.5K 0.04% 383
2014
Q4 		$335K Hold
8,345
– – 0.04% 354
2014
Q3 		$302K Sell
8,345
-8,553
-51% -$324K 0.04% 381
2014
Q2 		$637K Sell
16,898
-1,537
-8% -$57.9K 0.08% 231
2014
Q1 		$651K Hold
18,435
– – 0.09% 223
2013
Q4 		$610K Sell
18,435
-1,604
-8% -$57.2K 0.08% 238
2013
Q3 		$747K Buy
20,039
+10,157
+103% +$396K 0.11% 189
2013
Q2 		$409K Buy
+9,882
New +$451K 0.07% 259

Other funds holding DOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rothschild Investment LLC's DOC Position: Q2 2026 in Review

Rothschild Investment LLC increased its Healthpeak Properties (DOC) stake by 99% in Q2 2026, buying an estimated $47.5K and bringing the position to 5,121 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Rothschild Investment LLC first reported a position in DOC in Q2 2013 and has held it in 23 quarters since. The position peaked at $747K in Q3 2013. 396 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Rothschild Investment LLC held 5,121 shares of Healthpeak Properties worth $110K as of Q2 2026.
  • Rothschild Investment LLC bought 2,545 Healthpeak Properties shares in Q2 2026, an estimated $47.5K.
  • Healthpeak Properties made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1025 holding.
  • Rothschild Investment LLC first reported a position in Healthpeak Properties in Q2 2013 and has held it in 23 quarters since.
  • Rothschild Investment LLC's Healthpeak Properties position peaked at $747K in Q3 2013.
  • 396 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.