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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sophron Capital Management's DOC Position: Q2 2026 in Review

Sophron Capital Management reduced its Healthpeak Properties (DOC) stake by 61% in Q2 2026, selling an estimated $2.51M and leaving 87,147 shares worth $1.86M. The position accounts for 0.58% of the portfolio, ranked #38.

Sophron Capital Management first reported a position in DOC in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.81M in Q1 2025. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Sophron Capital Management held 87,147 shares of Healthpeak Properties worth $1.86M as of Q2 2026.
Sophron Capital Management sold 134,276 Healthpeak Properties shares in Q2 2026, an estimated $2.51M.
Healthpeak Properties made up 0.58% of Sophron Capital Management's portfolio in Q2 2026, its #38 holding.
Sophron Capital Management first reported a position in Healthpeak Properties in Q4 2024 and has held it in 7 quarters since.
Sophron Capital Management's Healthpeak Properties position peaked at $5.81M in Q1 2025.
759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Sophron Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.