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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

SummitTX Capital's DOC Position: Q1 2026 in Review

SummitTX Capital reduced its Healthpeak Properties (DOC) stake by 28% in Q1 2026, selling an estimated $5.66M and leaving 846,258 shares worth $13.9M. The position accounts for 0.43% of the portfolio, ranked #36.

SummitTX Capital first reported a position in DOC in Q1 2025 and has held it in 5 quarters since. The position peaked at $18.9M in Q4 2025. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • SummitTX Capital held 846,258 shares of Healthpeak Properties worth $13.9M as of Q1 2026.
  • SummitTX Capital sold 330,476 Healthpeak Properties shares in Q1 2026, an estimated $5.66M.
  • Healthpeak Properties made up 0.43% of SummitTX Capital's portfolio in Q1 2026, its #36 holding.
  • SummitTX Capital first reported a position in Healthpeak Properties in Q1 2025 and has held it in 5 quarters since.
  • SummitTX Capital's Healthpeak Properties position peaked at $18.9M in Q4 2025.
  • 756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.