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Systematic Financial Management’s Healthpeak Properties DOC Stock Holding History

Systematic Financial Management’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 		$39.6M Buy
1,848,665
+9,101
+0.5% +$170K 0.79% 37
2026
Q1 		$30.2M Buy
1,839,564
+172,425
+10% +$2.95M 0.69% 49
2025
Q4 		$26.8M Buy
1,667,139
+104,385
+7% +$1.84M 0.63% 63
2025
Q3 		$29.9M Buy
1,562,754
+7,100
+0.5% +$127K 0.73% 47
2025
Q2 		$27.2M Buy
1,555,654
+26,070
+2% +$463K 0.73% 47
2025
Q1 		$30.9M Buy
1,529,584
+57,136
+4% +$1.16M 0.88% 31
2024
Q4 		$29.8M Buy
1,472,448
+52,061
+4% +$1.13M 0.76% 47
2024
Q3 		$32.5M Buy
1,420,387
+165,281
+13% +$3.56M 0.83% 33
2024
Q2 		$24.6M Sell
1,255,106
-57,725
-4% -$1.1M 0.75% 50
2024
Q1 		$24.6M Buy
+1,312,831
New +$23.9M 0.69% 55
2013
Q4 		– Sell
-592,992
Closed -$22.1M – 660
2013
Q3 		$22.1M Buy
+592,992
New +$23.1M 0.18% 137

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

Systematic Financial Management's DOC Position: Q2 2026 in Review

Systematic Financial Management increased its Healthpeak Properties (DOC) stake by 0.49% in Q2 2026, buying an estimated $170K and bringing the position to 1,848,665 shares worth $39.6M. The position accounts for 0.79% of the portfolio, ranked #37.

Systematic Financial Management first reported a position in DOC in Q3 2013 and has held it in 11 quarters since. 757 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Systematic Financial Management held 1,848,665 shares of Healthpeak Properties worth $39.6M as of Q2 2026.
  • Systematic Financial Management bought 9,101 Healthpeak Properties shares in Q2 2026, an estimated $170K.
  • Healthpeak Properties made up 0.79% of Systematic Financial Management's portfolio in Q2 2026, its #37 holding.
  • Systematic Financial Management first reported a position in Healthpeak Properties in Q3 2013 and has held it in 11 quarters since.
  • 757 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Systematic Financial Management's 13F filing for Q2 2026, filed 14 Aug 2026.