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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Shufro Rose & Co's DOC Position: Q1 2026 in Review

Shufro Rose & Co increased its Healthpeak Properties (DOC) stake by 4.6% in Q1 2026, buying an estimated $25.7K and bringing the position to 34,315 shares worth $564K. The position accounts for 0.04% of the portfolio, ranked #170.

Shufro Rose & Co first reported a position in DOC in Q1 2024 and has held it in 9 quarters since. The position peaked at $789K in Q3 2024. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • Shufro Rose & Co held 34,315 shares of Healthpeak Properties worth $564K as of Q1 2026.
  • Shufro Rose & Co bought 1,500 Healthpeak Properties shares in Q1 2026, an estimated $25.7K.
  • Healthpeak Properties made up 0.04% of Shufro Rose & Co's portfolio in Q1 2026, its #170 holding.
  • Shufro Rose & Co first reported a position in Healthpeak Properties in Q1 2024 and has held it in 9 quarters since.
  • Shufro Rose & Co's Healthpeak Properties position peaked at $789K in Q3 2024.
  • 756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.