S-Bank Fund Management’s Healthpeak Properties DOC Stock Holding History

S-Bank Fund Management’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	-60,738	Closed	-$998K	–	262
2026 Q1	$998K	Sell	60,738 -2,258	-4%	-$38.7K	0.15%	93
2025 Q4	$1.01M	Sell	62,996 -16,086	-20%	-$284K	0.13%	92
2025 Q3	$1.51M	Sell	79,082 -1,031	-1%	-$18.5K	0.2%	83
2025 Q2	$1.4M	Sell	80,113 -6,708	-8%	-$119K	0.21%	87
2025 Q1	$1.76M	Buy	+86,821	New	+$1.76M	0.33%	69

Other funds holding DOC

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

S-Bank Fund Management's DOC Position: Q2 2026 in Review

S-Bank Fund Management sold out of Healthpeak Properties (DOC) in Q2 2026, closing a stake of 60,738 shares — an estimated $998K sold.

S-Bank Fund Management first reported a position in DOC in Q1 2025 and held it in 5 quarters. The position peaked at $1.76M in Q1 2025. 350 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

S-Bank Fund Management reported no remaining Healthpeak Properties position as of Q2 2026 after selling out during the quarter.
S-Bank Fund Management sold 60,738 Healthpeak Properties shares in Q2 2026, an estimated $998K.
S-Bank Fund Management first reported a position in Healthpeak Properties in Q1 2025 and held it in 5 quarters.
S-Bank Fund Management's Healthpeak Properties position peaked at $1.76M in Q1 2025.
350 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on S-Bank Fund Management's 13F filing for Q2 2026, filed 4 Aug 2026.