Sunbelt Securities’s Healthpeak Properties DOC Stock Holding History

Sunbelt Securities’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	$124K	Buy	7,560 +18	+0.2%	+$308	0.01%	770
2025 Q4	$121K	Sell	7,542 -2,662	-26%	-$46.9K	0.01%	772
2025 Q3	$195K	Buy	10,204 +2,231	+28%	+$40K	0.01%	649
2025 Q2	$162K	Buy	7,973 +1,213	+18%	+$21.5K	0.01%	644
2025 Q1	$137K	Sell	6,760 -1,213	-15%	-$24.5K	0.01%	656
2024 Q4	$159K	Hold	7,973	–	–	0.01%	650
2024 Q3	$182K	Sell	7,973 -49	-0.6%	-$1.06K	0.02%	615
2024 Q2	$157K	Buy	8,022 +1	+0%	+$19	0.02%	625
2024 Q1	$150K	Buy	8,021 +7,913	+7,327%	+$144K	0.02%	613
2023 Q4	$2.14K	Buy	108 +1	+0.9%	+$18	﹤0.01%	1457
2023 Q3	$1.97K	Hold	107	–	–	﹤0.01%	1487
2023 Q2	$2.14K	Buy	107 +1	+0.9%	+$21	﹤0.01%	1439
2023 Q1	$2.3K	Buy	+106	New	+$2.63K	﹤0.01%	1415

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

Sunbelt Securities's DOC Position: Q1 2026 in Review

Sunbelt Securities increased its Healthpeak Properties (DOC) stake by 0.24% in Q1 2026, buying an estimated $308 and bringing the position to 7,560 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #770.

Sunbelt Securities first reported a position in DOC in Q1 2023 and has held it in 13 quarters since. The position peaked at $195K in Q3 2025. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

Sunbelt Securities held 7,560 shares of Healthpeak Properties worth $124K as of Q1 2026.
Sunbelt Securities bought 18 Healthpeak Properties shares in Q1 2026, an estimated $308.
Healthpeak Properties made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #770 holding.
Sunbelt Securities first reported a position in Healthpeak Properties in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's Healthpeak Properties position peaked at $195K in Q3 2025.
756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.