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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Summit Trail Advisors's DOC Position: Q1 2026 in Review

Summit Trail Advisors increased its Healthpeak Properties (DOC) stake by 75% in Q1 2026, buying an estimated $437K and bringing the position to 59,333 shares worth $975K. The position accounts for 0.01% of the portfolio, ranked #937.

Summit Trail Advisors first reported a position in DOC in Q4 2017 and has held it in 8 quarters since. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

Summit Trail Advisors held 59,333 shares of Healthpeak Properties worth $975K as of Q1 2026.
Summit Trail Advisors bought 25,486 Healthpeak Properties shares in Q1 2026, an estimated $437K.
Healthpeak Properties made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #937 holding.
Summit Trail Advisors first reported a position in Healthpeak Properties in Q4 2017 and has held it in 8 quarters since.
756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.