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SummitTX Capital’s Healthpeak Properties DOC Stock Holding History

SummitTX Capital’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 		$4.28M Sell
200,160
-646,098
-76% -$12.1M 0.11% 210
2026
Q1 		$13.9M Sell
846,258
-330,476
-28% -$5.66M 0.43% 36
2025
Q4 		$18.9M Buy
1,176,734
+445,743
+61% +$7.86M 0.57% 30
2025
Q3 		$14M Sell
730,991
-303,297
-29% -$5.44M 0.58% 31
2025
Q2 		$18.1M Buy
1,034,288
+727,104
+237% +$12.9M 0.78% 11
2025
Q1 		$6.21M Buy
+307,184
New +$6.21M 0.27% 86

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

SummitTX Capital's DOC Position: Q2 2026 in Review

SummitTX Capital reduced its Healthpeak Properties (DOC) stake by 76% in Q2 2026, selling an estimated $12.1M and leaving 200,160 shares worth $4.28M. The position accounts for 0.11% of the portfolio, ranked #210.

SummitTX Capital first reported a position in DOC in Q1 2025 and has held it in 6 quarters since. The position peaked at $18.9M in Q4 2025. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • SummitTX Capital held 200,160 shares of Healthpeak Properties worth $4.28M as of Q2 2026.
  • SummitTX Capital sold 646,098 Healthpeak Properties shares in Q2 2026, an estimated $12.1M.
  • Healthpeak Properties made up 0.11% of SummitTX Capital's portfolio in Q2 2026, its #210 holding.
  • SummitTX Capital first reported a position in Healthpeak Properties in Q1 2025 and has held it in 6 quarters since.
  • SummitTX Capital's Healthpeak Properties position peaked at $18.9M in Q4 2025.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.