Spirit of America Management Corp’s Healthpeak Properties DOC Stock Holding History

Spirit of America Management Corp’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	$433K	Hold	20,217	–	–	0.08%	196
2026 Q1	$332K	Hold	20,217	–	–	0.07%	205
2025 Q4	$325K	Hold	20,217	–	–	0.07%	208
2025 Q3	$387K	Buy	20,217 +2,000	+11%	+$35.9K	0.08%	209
2025 Q2	$319K	Hold	18,217	–	–	0.07%	221
2025 Q1	$368K	Hold	18,217	–	–	0.07%	201
2024 Q4	$369K	Sell	18,217 -2,000	-10%	-$43.3K	0.07%	196
2024 Q3	$462K	Hold	20,217	–	–	0.09%	179
2024 Q2	$396K	Hold	20,217	–	–	0.08%	188
2024 Q1	$379K	Buy	20,217 +7,649	+61%	+$139K	0.08%	186
2023 Q4	$249K	Sell	12,568 -2,000	-14%	-$35.2K	0.05%	201
2023 Q3	$267K	Sell	14,568 -16,000	-52%	-$329K	0.06%	182
2023 Q2	$614K	Sell	30,568 -13,000	-30%	-$270K	0.14%	121
2023 Q1	$957K	Buy	43,568 +4,000	+10%	+$99.2K	0.21%	100
2022 Q4	$992K	Hold	39,568	–	–	0.22%	100
2022 Q3	$907K	Hold	39,568	–	–	0.22%	101
2022 Q2	$1.02M	Hold	39,568	–	–	0.23%	101
2022 Q1	$1.36M	Hold	39,568	–	–	0.27%	91
2021 Q4	$1.43M	Hold	39,568	–	–	0.29%	93
2021 Q3	$1.32M	Buy	39,568 +5,900	+18%	+$209K	0.29%	94
2021 Q2	$1.12M	Buy	33,668 +8,150	+32%	+$274K	0.24%	105
2021 Q1	$810K	Hold	25,518	–	–	0.19%	115
2020 Q4	$771K	Hold	25,518	–	–	0.19%	119
2020 Q3	$693K	Buy	25,518 +500	+2%	+$13.7K	0.19%	117
2020 Q2	$690K	Hold	25,018	–	–	0.18%	118
2020 Q1	$597K	Buy	+25,018	New	+$815K	0.19%	115
2019 Q4	–	Sell	-14,018	Closed	-$499K	–	237
2019 Q3	$499K	Hold	14,018	–	–	0.08%	162
2019 Q2	$448K	Hold	14,018	–	–	0.07%	174
2019 Q1	$439K	Hold	14,018	–	–	0.06%	173
2018 Q4	$392K	Hold	14,018	–	–	0.06%	178
2018 Q3	$369K	Hold	14,018	–	–	0.05%	199
2018 Q2	$362K	Sell	14,018 -5,000	-26%	-$118K	0.04%	209
2018 Q1	$442K	Sell	19,018 -6,600	-26%	-$153K	0.06%	192
2017 Q4	$668K	Hold	25,618	–	–	0.07%	168
2017 Q3	$713K	Hold	25,618	–	–	0.08%	167
2017 Q2	$819K	Hold	25,618	–	–	0.09%	150
2017 Q1	$801K	Hold	25,618	–	–	0.08%	145
2016 Q4	$761K	Sell	25,618 -2,511	-9%	-$76.5K	0.09%	151
2016 Q3	$972K	Hold	28,129	–	–	0.13%	133
2016 Q2	$906K	Sell	28,129 -9,662	-26%	-$300K	0.13%	125
2016 Q1	$1.12M	Sell	37,791 -41,904	-53%	-$1.26M	0.2%	100
2015 Q4	$2.77M	Buy	79,695 +4,612	+6%	+$154K	0.53%	53
2015 Q3	$2.55M	Hold	75,083	–	–	0.53%	54
2015 Q2	$2.49M	Buy	75,083 +9,003	+14%	+$328K	0.48%	54
2015 Q1	$2.6M	Buy	66,080 +4,831	+8%	+$194K	0.55%	54
2014 Q4	$2.46M	Buy	61,249 +6,349	+12%	+$252K	0.62%	43
2014 Q3	$1.99M	Hold	54,900	–	–	0.6%	41
2014 Q2	$2.07M	Sell	54,900 -32,940	-38%	-$1.24M	0.83%	29
2014 Q1	$3.1M	Hold	87,840	–	–	1.28%	12
2013 Q4	$2.91M	Sell	87,840 -21,960	-20%	-$783K	2.3%	14
2013 Q3	$4.09M	Sell	109,800 -54,900	-33%	-$2.14M	1.51%	7
2013 Q2	$6.82M	Buy	+164,700	New	+$7.51M	2.46%	2

Other funds holding DOC

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Spirit of America Management Corp's DOC Position: Q2 2026 in Review

Spirit of America Management Corp held its Healthpeak Properties (DOC) position steady in Q2 2026 at 20,217 shares worth $433K. The position accounts for 0.08% of the portfolio, ranked #196.

Spirit of America Management Corp first reported a position in DOC in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.82M in Q2 2013. 396 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Spirit of America Management Corp held 20,217 shares of Healthpeak Properties worth $433K as of Q2 2026.
Spirit of America Management Corp left its Healthpeak Properties share count unchanged in Q2 2026.
Healthpeak Properties made up 0.08% of Spirit of America Management Corp's portfolio in Q2 2026, its #196 holding.
Spirit of America Management Corp first reported a position in Healthpeak Properties in Q2 2013 and has held it in 52 quarters since.
Spirit of America Management Corp's Healthpeak Properties position peaked at $6.82M in Q2 2013.
396 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.