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Stevens Capital Management’s Healthpeak Properties DOC Stock Holding History

Stevens 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 		– Sell
-20,538
Closed -$330K – 244
2025
Q4 		$330K Buy
+20,538
New +$362K 0.12% 154
2025
Q3 		– Sell
-10,100
Closed -$177K – 276
2025
Q2 		$177K Sell
10,100
-13,478
-57% -$239K 0.05% 227
2025
Q1 		$477K Buy
+23,578
New +$477K 0.12% 127
2024
Q3 		– Sell
-16,063
Closed -$315K – 233
2024
Q2 		$315K Buy
+16,063
New +$307K 0.11% 171
2024
Q1 		– Sell
-10,962
Closed -$217K – 289
2023
Q4 		$217K Buy
+10,962
New +$193K 0.05% 230
2023
Q3 		– Sell
-58,536
Closed -$1.18M – 259
2023
Q2 		$1.18M Buy
+58,536
New +$1.22M 0.24% 89
2019
Q1 		– Sell
-143,649
Closed -$4.01M – 727
2018
Q4 		$4.01M Buy
+143,649
New +$3.98M 0.21% 153
2018
Q1 		– Sell
-87,966
Closed -$2.29M – 791
2017
Q4 		$2.29M Sell
87,966
-16,315
-16% -$433K 0.09% 275
2017
Q3 		$2.9M Sell
104,281
-378,655
-78% -$11.4M 0.11% 253
2017
Q2 		$15.4M Buy
+482,936
New +$15.3M 0.58% 30
2015
Q1 		– Sell
-74,576
Closed -$2.99M – 1028
2014
Q4 		$2.99M Buy
74,576
+41,388
+125% +$1.64M 0.1% 233
2014
Q3 		$1.2M Buy
+33,188
New +$1.26M 0.04% 418
2014
Q1 		– Sell
-335,184
Closed -$11.1M – 1110
2013
Q4 		$11.1M Buy
335,184
+105,698
+46% +$3.77M 0.33% 78
2013
Q3 		$8.56M Sell
229,486
-103,388
-31% -$4.03M 0.25% 112
2013
Q2 		$13.8M Buy
+332,874
New +$15.2M 0.46% 47

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

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

Stevens Capital Management sold out of Healthpeak Properties (DOC) in Q1 2026, closing a stake of 20,538 shares — an estimated $330K sold.

Stevens Capital Management first reported a position in DOC in Q2 2013 and held it in 15 quarters. The position peaked at $15.4M in Q2 2017. 760 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • Stevens Capital Management reported no remaining Healthpeak Properties position as of Q1 2026 after selling out during the quarter.
  • Stevens Capital Management sold 20,538 Healthpeak Properties shares in Q1 2026, an estimated $330K.
  • Stevens Capital Management first reported a position in Healthpeak Properties in Q2 2013 and held it in 15 quarters.
  • Stevens Capital Management's Healthpeak Properties position peaked at $15.4M in Q2 2017.
  • 760 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Stevens Capital Management's 13F filing for Q1 2026, filed 11 May 2026.