SC
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Swan Capital’s Healthpeak Properties DOC Stock Holding History

Swan 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 		$5.67K Hold
265
– – ﹤0.01% 247
2026
Q1 		$4.35K Hold
265
– – ﹤0.01% 278
2025
Q4 		$4.26K Hold
265
– – ﹤0.01% 251
2025
Q3 		$5.08K Hold
265
– – ﹤0.01% 225
2025
Q2 		$4.64K Hold
265
– – ﹤0.01% 244
2025
Q1 		$5.36K Hold
265
– – ﹤0.01% 187
2024
Q4 		$5.37K Hold
265
– – ﹤0.01% 166
2024
Q3 		$6.06K Hold
265
– – ﹤0.01% 164
2024
Q2 		$5.19K Buy
+265
New +$5.06K ﹤0.01% 165

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

Swan Capital's DOC Position: Q2 2026 in Review

Swan Capital held its Healthpeak Properties (DOC) position steady in Q2 2026 at 265 shares worth $5.67K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Swan Capital first reported a position in DOC in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.06K in Q3 2024. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Swan Capital held 265 shares of Healthpeak Properties worth $5.67K as of Q2 2026.
  • Swan Capital left its Healthpeak Properties share count unchanged in Q2 2026.
  • Healthpeak Properties made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #247 holding.
  • Swan Capital first reported a position in Healthpeak Properties in Q2 2024 and has held it in 9 quarters since.
  • Swan Capital's Healthpeak Properties position peaked at $6.06K in Q3 2024.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

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