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Summit Securities Group’s Healthpeak Properties DOC Stock Holding History

Summit Securities Group’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 		$67.4K Sell
3,149
-1,541
-33% -$28.8K 0.01% 516
2026
Q1 		$77.1K Buy
4,690
+3,659
+355% +$62.7K 0.01% 322
2025
Q4 		$16.6K Sell
1,031
-168
-14% -$2.96K ﹤0.01% 837
2025
Q3 		$23K Buy
1,199
+731
+156% +$13.1K ﹤0.01% 741
2025
Q2 		$8.2K Buy
+468
New +$8.31K ﹤0.01% 914
2023
Q3 		– Sell
-714
Closed -$14K – 675
2023
Q2 		$14K Sell
714
-359
-33% -$7.45K ﹤0.01% 720
2023
Q1 		$24K Buy
1,073
+528
+97% +$13.1K ﹤0.01% 590
2022
Q4 		$14K Buy
+545
New +$13.2K ﹤0.01% 969
2022
Q3 		– Sell
-1,128
Closed -$29K – 982
2022
Q2 		$29K Buy
1,128
+886
+366% +$26.8K ﹤0.01% 680
2022
Q1 		$8K Buy
+242
New +$8.15K ﹤0.01% 877
2016
Q1 		– Sell
-6,588
Closed -$229K – 194
2015
Q4 		$229K Buy
+6,588
New +$220K 0.07% 183
2015
Q1 		– Sell
-439
Closed -$18K – 439
2014
Q4 		$18K Sell
439
-858
-66% -$34K 0.01% 409
2014
Q3 		$47K Buy
1,297
+528
+69% +$20K 0.01% 402
2014
Q2 		$29K Buy
+769
New +$28.9K 0.01% 340

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 $3.37T AUM 44.26% 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

Summit Securities Group's DOC Position: Q2 2026 in Review

Summit Securities Group reduced its Healthpeak Properties (DOC) stake by 33% in Q2 2026, selling an estimated $28.8K and leaving 3,149 shares worth $67.4K. The position accounts for 0.01% of the portfolio, ranked #516.

Summit Securities Group first reported a position in DOC in Q2 2014 and has held it in 14 quarters since. The position peaked at $229K in Q4 2015. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Summit Securities Group held 3,149 shares of Healthpeak Properties worth $67.4K as of Q2 2026.
  • Summit Securities Group sold 1,541 Healthpeak Properties shares in Q2 2026, an estimated $28.8K.
  • Healthpeak Properties made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #516 holding.
  • Summit Securities Group first reported a position in Healthpeak Properties in Q2 2014 and has held it in 14 quarters since.
  • Summit Securities Group's Healthpeak Properties position peaked at $229K in Q4 2015.
  • 753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.