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Summit Trail Advisors’s Healthpeak Properties DOC Stock Holding History

Summit Trail Advisors’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 		$1.17M Sell
54,657
-4,676
-8% -$87.3K 0.01% 914
2026
Q1 		$975K Buy
59,333
+25,486
+75% +$437K 0.01% 937
2025
Q4 		$544K Sell
33,847
-14,927
-31% -$263K 0.01% 1046
2025
Q3 		$934K Buy
48,774
+35,260
+261% +$632K 0.01% 872
2025
Q2 		$237K Buy
+13,514
New +$240K ﹤0.01% 998
2025
Q1 		– Sell
-10,218
Closed -$207K – 434
2024
Q4 		$207K Buy
10,218
+431
+4% +$9.34K 0.01% 349
2024
Q3 		$224K Buy
+9,787
New +$211K 0.01% 645
2018
Q3 		– Sell
-700
Closed -$18K – 325
2018
Q2 		$18K Buy
+700
New +$16.5K 0.01% 397
2018
Q1 		– Sell
-1,302
Closed -$32K – 759
2017
Q4 		$32K Buy
+1,302
New +$34.5K ﹤0.01% 922

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 Trail Advisors's DOC Position: Q2 2026 in Review

Summit Trail Advisors reduced its Healthpeak Properties (DOC) stake by 7.9% in Q2 2026, selling an estimated $87.3K and leaving 54,657 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #914.

Summit Trail Advisors first reported a position in DOC in Q4 2017 and has held it in 9 quarters since. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Summit Trail Advisors held 54,657 shares of Healthpeak Properties worth $1.17M as of Q2 2026.
  • Summit Trail Advisors sold 4,676 Healthpeak Properties shares in Q2 2026, an estimated $87.3K.
  • Healthpeak Properties made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #914 holding.
  • Summit Trail Advisors first reported a position in Healthpeak Properties in Q4 2017 and has held it in 9 quarters since.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.