SF
DOC icon

Symphony Financial’s Healthpeak Properties DOC Stock Holding History

Symphony Financial’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 		$879K Buy
40,390
+5,301
+15% +$98.9K 0.1% 139
2026
Q1 		$582K Buy
35,089
+3,368
+11% +$57.7K 0.08% 151
2025
Q4 		$513K Sell
31,721
-17
-0.1% -$300 0.07% 162
2025
Q3 		$603K Buy
31,738
+6,032
+23% +$108K 0.07% 142
2025
Q2 		$526K Buy
+25,706
New +$457K 0.07% 148
2025
Q1 		– Sell
-14,636
Closed -$307K – 127
2024
Q4 		$307K Buy
14,636
+2,548
+21% +$55.2K 0.05% 176
2024
Q3 		$274K Buy
+12,088
New +$261K 0.05% 191

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 $3.38T AUM 44.17% 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

Symphony Financial's DOC Position: Q2 2026 in Review

Symphony Financial increased its Healthpeak Properties (DOC) stake by 15% in Q2 2026, buying an estimated $98.9K and bringing the position to 40,390 shares worth $879K. The position accounts for 0.1% of the portfolio, ranked #139.

Symphony Financial first reported a position in DOC in Q3 2024 and has held it in 7 quarters since. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Symphony Financial held 40,390 shares of Healthpeak Properties worth $879K as of Q2 2026.
  • Symphony Financial bought 5,301 Healthpeak Properties shares in Q2 2026, an estimated $98.9K.
  • Healthpeak Properties made up 0.1% of Symphony Financial's portfolio in Q2 2026, its #139 holding.
  • Symphony Financial first reported a position in Healthpeak Properties in Q3 2024 and has held it in 7 quarters since.
  • 764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.