SHFC
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Safe Harbor Family Capital’s Healthpeak Properties DOC Stock Holding History

Safe Harbor Family Capital’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 		$256K Buy
11,945
+1,063
+10% +$19.8K 0.17% 48
2026
Q1 		$179K Buy
+10,882
New +$186K 0.14% 53

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

Safe Harbor Family Capital's DOC Position: Q2 2026 in Review

Safe Harbor Family Capital increased its Healthpeak Properties (DOC) stake by 9.8% in Q2 2026, buying an estimated $19.8K and bringing the position to 11,945 shares worth $256K. The position accounts for 0.17% of the portfolio, ranked #48.

Safe Harbor Family Capital first reported a position in DOC in Q1 2026 and has held it in 2 quarters since. 706 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Safe Harbor Family Capital held 11,945 shares of Healthpeak Properties worth $256K as of Q2 2026.
  • Safe Harbor Family Capital bought 1,063 Healthpeak Properties shares in Q2 2026, an estimated $19.8K.
  • Healthpeak Properties made up 0.17% of Safe Harbor Family Capital's portfolio in Q2 2026, its #48 holding.
  • Safe Harbor Family Capital first reported a position in Healthpeak Properties in Q1 2026 and has held it in 2 quarters since.
  • 706 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Safe Harbor Family Capital's 13F filing for Q2 2026, filed 11 Aug 2026.