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Sophron Capital Management’s Healthpeak Properties DOC Stock Holding History

Sophron Capital 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
Q3 		– Sell
-87,147
Closed -$1.86M – 9
2026
Q2 		$1.86M Sell
87,147
-134,276
-61% -$2.51M 0.58% 38
2026
Q1 		$3.64M Buy
221,423
+48,178
+28% +$826K 1.07% 33
2025
Q4 		$2.79M Sell
173,245
-45,036
-21% -$794K 0.9% 32
2025
Q3 		$4.18M Sell
218,281
-25,725
-11% -$461K 1.29% 28
2025
Q2 		$4.27M Sell
244,006
-43,466
-15% -$772K 1.31% 27
2025
Q1 		$5.81M Buy
287,472
+57,532
+25% +$1.16M 1.98% 23
2024
Q4 		$4.66M Buy
+229,940
New +$4.98M 1.84% 25

Other funds holding DOC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Sophron Capital Management's DOC Position: Q3 2026 in Review

Sophron Capital Management sold out of Healthpeak Properties (DOC) in Q3 2026, closing a stake of 87,147 shares — an estimated $1.86M sold.

Sophron Capital Management first reported a position in DOC in Q4 2024 and held it in 7 quarters. The position peaked at $5.81M in Q1 2025. 647 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

  • Sophron Capital Management reported no remaining Healthpeak Properties position as of Q3 2026 after selling out during the quarter.
  • Sophron Capital Management sold 87,147 Healthpeak Properties shares in Q3 2026, an estimated $1.86M.
  • Sophron Capital Management first reported a position in Healthpeak Properties in Q4 2024 and held it in 7 quarters.
  • Sophron Capital Management's Healthpeak Properties position peaked at $5.81M in Q1 2025.
  • 647 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on Sophron Capital Management's 13F filing for Q3 2026.