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Smith Asset Management’s Healthpeak Properties DOC Stock Holding History

Smith Asset 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 		$583K Sell
27,243
-150
-0.5% -$2.8K 0.46% 52
2026
Q1 		$450K Sell
27,393
-50
-0.2% -$857 0.39% 56
2025
Q4 		$441K Hold
27,443
– – 0.36% 53
2025
Q3 		$526K Sell
27,443
-140
-0.5% -$2.51K 0.45% 50
2025
Q2 		$483K Hold
27,583
– – 0.42% 51
2025
Q1 		$558K Sell
27,583
-75
-0.3% -$1.52K 0.53% 43
2024
Q4 		$561K Buy
+27,658
New +$599K 0.55% 44

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

Smith Asset Management's DOC Position: Q2 2026 in Review

Smith Asset Management reduced its Healthpeak Properties (DOC) stake by 0.55% in Q2 2026, selling an estimated $2.8K and leaving 27,243 shares worth $583K. The position accounts for 0.46% of the portfolio, ranked #52.

Smith Asset Management first reported a position in DOC in Q4 2024 and has held it in 7 quarters since. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Smith Asset Management held 27,243 shares of Healthpeak Properties worth $583K as of Q2 2026.
  • Smith Asset Management sold 150 Healthpeak Properties shares in Q2 2026, an estimated $2.8K.
  • Healthpeak Properties made up 0.46% of Smith Asset Management's portfolio in Q2 2026, its #52 holding.
  • Smith Asset Management first reported a position in Healthpeak Properties in Q4 2024 and has held it in 7 quarters since.
  • 753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Smith Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.