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Saxon Interests’s Healthpeak Properties DOC Stock Holding History

Saxon Interests’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 		$556K Sell
25,978
-10
-0% -$187 0.15% 145
2026
Q1 		$427K Buy
25,988
+5
+0% +$86 0.15% 155
2025
Q4 		$418K Buy
25,983
+10,673
+70% +$188K 0.15% 137
2025
Q3 		$275K Buy
+15,310
New +$275K 0.11% 169

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

Saxon Interests's DOC Position: Q2 2026 in Review

Saxon Interests reduced its Healthpeak Properties (DOC) stake by 0.04% in Q2 2026, selling an estimated $187 and leaving 25,978 shares worth $556K. The position accounts for 0.15% of the portfolio, ranked #145.

Saxon Interests first reported a position in DOC in Q3 2025 and has held it in 4 quarters since. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Saxon Interests held 25,978 shares of Healthpeak Properties worth $556K as of Q2 2026.
  • Saxon Interests sold 10 Healthpeak Properties shares in Q2 2026, an estimated $187.
  • Healthpeak Properties made up 0.15% of Saxon Interests's portfolio in Q2 2026, its #145 holding.
  • Saxon Interests first reported a position in Healthpeak Properties in Q3 2025 and has held it in 4 quarters since.
  • 753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.