SRC
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Shufro Rose & Co’s Healthpeak Properties DOC Stock Holding History

Shufro Rose & Co’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 		$670K Sell
31,315
-3,000
-9% -$56K 0.04% 159
2026
Q1 		$564K Buy
34,315
+1,500
+5% +$25.7K 0.04% 170
2025
Q4 		$528K Sell
32,815
-3,153
-9% -$55.6K 0.04% 177
2025
Q3 		$727K Hold
35,968
– – 0.06% 137
2025
Q2 		$727K Sell
35,968
-1,011
-3% -$18K 0.06% 136
2025
Q1 		$748K Buy
36,979
+3,989
+12% +$80.7K 0.06% 139
2024
Q4 		$669K Sell
32,990
-7,243
-18% -$157K 0.05% 144
2024
Q3 		$789K Hold
40,233
– – 0.06% 132
2024
Q2 		$789K Hold
40,233
– – 0.06% 132
2024
Q1 		$754K Buy
+40,233
New +$731K 0.06% 128

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

Shufro Rose & Co's DOC Position: Q2 2026 in Review

Shufro Rose & Co reduced its Healthpeak Properties (DOC) stake by 8.7% in Q2 2026, selling an estimated $56K and leaving 31,315 shares worth $670K. The position accounts for 0.04% of the portfolio, ranked #159.

Shufro Rose & Co first reported a position in DOC in Q1 2024 and has held it in 10 quarters since. The position peaked at $789K in Q3 2024. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Shufro Rose & Co held 31,315 shares of Healthpeak Properties worth $670K as of Q2 2026.
  • Shufro Rose & Co sold 3,000 Healthpeak Properties shares in Q2 2026, an estimated $56K.
  • Healthpeak Properties made up 0.04% of Shufro Rose & Co's portfolio in Q2 2026, its #159 holding.
  • Shufro Rose & Co first reported a position in Healthpeak Properties in Q1 2024 and has held it in 10 quarters since.
  • Shufro Rose & Co's Healthpeak Properties position peaked at $789K in Q3 2024.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.