SHIM
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Stone House Investment Management’s Healthpeak Properties DOC Stock Holding History

Stone House Investment 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 		$492 Hold
23
– – ﹤0.01% 1019
2026
Q1 		$378 Hold
23
– – ﹤0.01% 849
2025
Q4 		$370 Sell
23
-2
-8% -$35 ﹤0.01% 744
2025
Q3 		$479 Buy
+25
New +$448 ﹤0.01% 663

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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

Stone House Investment Management's DOC Position: Q2 2026 in Review

Stone House Investment Management held its Healthpeak Properties (DOC) position steady in Q2 2026 at 23 shares worth $492. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

Stone House Investment Management first reported a position in DOC in Q3 2025 and has held it in 4 quarters since. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Stone House Investment Management held 23 shares of Healthpeak Properties worth $492 as of Q2 2026.
  • Stone House Investment Management left its Healthpeak Properties share count unchanged in Q2 2026.
  • Healthpeak Properties made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #1019 holding.
  • Stone House Investment Management first reported a position in Healthpeak Properties in Q3 2025 and has held it in 4 quarters since.
  • 764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.