SVB Wealth’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $227K | Sell |
10,588
-3,223
| -23% | -$60.1K | 0.01% | 368 |
|
|
2026
Q1 | $227K | Sell |
13,811
-739
| -5% | -$12.7K | 0.01% | 358 |
|
|
2025
Q4 | $234K | Sell |
14,550
-544
| -4% | -$9.59K | 0.01% | 367 |
|
|
2025
Q3 | $289K | Buy |
15,094
+115
| +0.8% | +$2.06K | 0.02% | 358 |
|
|
2025
Q2 | $262K | Sell |
14,979
-5,188
| -26% | -$92.1K | 0.01% | 381 |
|
|
2025
Q1 | $408K | Sell |
20,167
-2,497
| -11% | -$50.5K | 0.02% | 223 |
|
|
2024
Q4 | $459K | Buy |
+22,664
| New | +$491K | 0.01% | 436 |
|
|
2024
Q3 | – | Sell |
-26,800
| Closed | -$525K | – | 173 |
|
|
2024
Q2 | $525K | Sell |
26,800
-4,273
| -14% | -$81.6K | 0.01% | 421 |
|
|
2024
Q1 | $583K | Buy |
31,073
+740
| +2% | +$13.4K | 0.01% | 445 |
|
|
2023
Q4 | $601K | Buy |
30,333
+280
| +0.9% | +$4.93K | 0.01% | 433 |
|
|
2023
Q3 | $552K | Sell |
30,053
-2,911
| -9% | -$59.8K | 0.01% | 432 |
|
|
2023
Q2 | $663K | Sell |
32,964
-2,916
| -8% | -$60.5K | 0.01% | 417 |
|
|
2023
Q1 | $788K | Sell |
35,880
-2,241
| -6% | -$55.6K | 0.01% | 427 |
|
|
2022
Q4 | $956K | Sell |
38,121
-2,282
| -6% | -$55.5K | 0.01% | 411 |
|
|
2022
Q3 | $926K | Buy |
40,403
+6,219
| +18% | +$164K | 0.01% | 384 |
|
|
2022
Q2 | $886K | Sell |
34,184
-1,149
| -3% | -$34.8K | 0.01% | 348 |
|
|
2022
Q1 | $1.21M | Buy |
35,333
+175
| +0.5% | +$5.89K | 0.02% | 296 |
|
|
2021
Q4 | $1.27M | Sell |
35,158
-2,027
| -5% | -$69.9K | 0.02% | 276 |
|
|
2021
Q3 | $1.25M | Buy |
37,185
+410
| +1% | +$14.5K | 0.02% | 347 |
|
|
2021
Q2 | $1.22M | Sell |
36,775
-1,382
| -4% | -$46.4K | 0.02% | 348 |
|
|
2021
Q1 | $1.21M | Sell |
38,157
-405
| -1% | -$12.3K | 0.02% | 315 |
|
|
2020
Q4 | $1.17M | Sell |
38,562
-3,250
| -8% | -$94.6K | 0.02% | 309 |
|
|
2020
Q3 | $1.14M | Sell |
41,812
-2,724
| -6% | -$74.6K | 0.02% | 282 |
|
|
2020
Q2 | $1.23M | Sell |
44,536
-26,718
| -37% | -$682K | 0.02% | 250 |
|
|
2020
Q1 | $1.7M | Sell |
71,254
-3,719
| -5% | -$121K | 0.04% | 187 |
|
|
2019
Q4 | $2.58M | Sell |
74,973
-602
| -0.8% | -$21.1K | 0.05% | 192 |
|
|
2019
Q3 | $2.69M | Sell |
75,575
-60
| -0.1% | -$2.03K | 0.05% | 175 |
|
|
2019
Q2 | $2.42M | Sell |
75,635
-652
| -0.9% | -$20.3K | 0.08% | 188 |
|
|
2019
Q1 | $2.39M | Buy |
76,287
+1,630
| +2% | +$49.7K | 0.09% | 142 |
|
|
2018
Q4 | $2.08M | Sell |
74,657
-6,918
| -8% | -$191K | 0.09% | 148 |
|
|
2018
Q3 | $2.15M | Sell |
81,575
-1,414
| -2% | -$37.2K | 0.08% | 169 |
|
|
2018
Q2 | $2.14M | Sell |
82,989
-2,732
| -3% | -$64.4K | 0.08% | 165 |
|
|
2018
Q1 | $1.99M | Sell |
85,721
-4,549
| -5% | -$106K | 0.08% | 180 |
|
|
2017
Q4 | $2.35M | Sell |
90,270
-4,691
| -5% | -$124K | 0.09% | 167 |
|
|
2017
Q3 | $2.64M | Sell |
94,961
-7,525
| -7% | -$226K | 0.1% | 160 |
|
|
2017
Q2 | $3.27M | Sell |
102,486
-8,704
| -8% | -$276K | 0.13% | 139 |
|
|
2017
Q1 | $3.48M | Sell |
111,190
-5,923
| -5% | -$182K | 0.14% | 129 |
|
|
2016
Q4 | $3.48M | Sell |
117,113
-44,759
| -28% | -$1.36M | 0.14% | 123 |
|
|
2016
Q3 | $5.59M | Sell |
161,872
-2,717
| -2% | -$95K | 0.23% | 104 |
|
|
2016
Q2 | $5.3M | Sell |
164,589
-13,131
| -7% | -$408K | 0.22% | 111 |
|
|
2016
Q1 | $5.27M | Sell |
177,720
-5,441
| -3% | -$163K | 0.21% | 111 |
|
|
2015
Q4 | $6.38M | Sell |
183,161
-13,456
| -7% | -$450K | 0.25% | 98 |
|
|
2015
Q3 | $6.67M | Sell |
196,617
-1,889
| -1% | -$65.3K | 0.26% | 98 |
|
|
2015
Q2 | $6.59M | Sell |
198,506
-7,333
| -4% | -$267K | 0.22% | 119 |
|
|
2015
Q1 | $8.1M | Sell |
205,839
-3,350
| -2% | -$134K | 0.26% | 102 |
|
|
2014
Q4 | $8.39M | Buy |
+209,189
| New | +$8.3M | 0.27% | 103 |
|
Other funds holding DOC
SVB Wealth's DOC Position: Q2 2026 in Review
SVB Wealth reduced its Healthpeak Properties (DOC) stake by 23% in Q2 2026, selling an estimated $60.1K and leaving 10,588 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #368.
SVB Wealth first reported a position in DOC in Q4 2014 and has held it in 46 quarters since. The position peaked at $8.39M in Q4 2014. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.
- SVB Wealth held 10,588 shares of Healthpeak Properties worth $227K as of Q2 2026.
- SVB Wealth sold 3,223 Healthpeak Properties shares in Q2 2026, an estimated $60.1K.
- Healthpeak Properties made up 0.01% of SVB Wealth's portfolio in Q2 2026, its #368 holding.
- SVB Wealth first reported a position in Healthpeak Properties in Q4 2014 and has held it in 46 quarters since.
- SVB Wealth's Healthpeak Properties position peaked at $8.39M in Q4 2014.
- 764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.
Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.