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Tocqueville Asset Management’s Healthpeak Properties DOC Stock Holding History

Tocqueville Asset 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 		$5.11M Buy
238,701
+1,802
+0.8% +$33.6K 0.07% 212
2026
Q1 		$3.89M Buy
236,899
+88,659
+60% +$1.52M 0.06% 228
2025
Q4 		$2.38M Sell
148,240
-89,230
-38% -$1.57M 0.03% 287
2025
Q3 		$4.55M Sell
237,470
-5,702
-2% -$102K 0.07% 229
2025
Q2 		$4.26M Buy
243,172
+16,690
+7% +$296K 0.06% 222
2025
Q1 		$4.58M Buy
226,482
+42,277
+23% +$855K 0.07% 192
2024
Q4 		$3.73M Sell
184,205
-43,972
-19% -$953K 0.06% 206
2024
Q3 		$5.22M Sell
228,177
-2,544
-1% -$54.8K 0.08% 180
2024
Q2 		$4.52M Sell
230,721
-1,656
-0.7% -$31.6K 0.07% 186
2024
Q1 		$4.36M Buy
+232,377
New +$4.22M 0.07% 195
2014
Q3 		– Sell
-2,433
Closed -$92K – 959
2014
Q2 		$92K Hold
2,433
– – ﹤0.01% 1172
2014
Q1 		$86K Hold
2,433
– – ﹤0.01% 957
2013
Q4 		$80K Buy
+2,433
New +$86.8K ﹤0.01% 970

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

Tocqueville Asset Management's DOC Position: Q2 2026 in Review

Tocqueville Asset Management increased its Healthpeak Properties (DOC) stake by 0.76% in Q2 2026, buying an estimated $33.6K and bringing the position to 238,701 shares worth $5.11M. The position accounts for 0.07% of the portfolio, ranked #212.

Tocqueville Asset Management first reported a position in DOC in Q4 2013 and has held it in 13 quarters since. The position peaked at $5.22M in Q3 2024. 757 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Tocqueville Asset Management held 238,701 shares of Healthpeak Properties worth $5.11M as of Q2 2026.
  • Tocqueville Asset Management bought 1,802 Healthpeak Properties shares in Q2 2026, an estimated $33.6K.
  • Healthpeak Properties made up 0.07% of Tocqueville Asset Management's portfolio in Q2 2026, its #212 holding.
  • Tocqueville Asset Management first reported a position in Healthpeak Properties in Q4 2013 and has held it in 13 quarters since.
  • Tocqueville Asset Management's Healthpeak Properties position peaked at $5.22M in Q3 2024.
  • 757 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Tocqueville Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.