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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Sophron Capital Management's DOC Position: Q1 2026 in Review

Sophron Capital Management increased its Healthpeak Properties (DOC) stake by 28% in Q1 2026, buying an estimated $826K and bringing the position to 221,423 shares worth $3.64M. The position accounts for 1.07% of the portfolio, ranked #33.

Sophron Capital Management first reported a position in DOC in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.81M in Q1 2025. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

Sophron Capital Management held 221,423 shares of Healthpeak Properties worth $3.64M as of Q1 2026.
Sophron Capital Management bought 48,178 Healthpeak Properties shares in Q1 2026, an estimated $826K.
Healthpeak Properties made up 1.07% of Sophron Capital Management's portfolio in Q1 2026, its #33 holding.
Sophron Capital Management first reported a position in Healthpeak Properties in Q4 2024 and has held it in 6 quarters since.
Sophron Capital Management's Healthpeak Properties position peaked at $5.81M in Q1 2025.
756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Sophron Capital Management's 13F filing for Q1 2026, filed 15 May 2026.