Tompkins Financial’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 | $107K | Hold |
5,000
| – | – | 0.01% | 266 |
|
|
2026
Q1 | $82.2K | Hold |
5,000
| – | – | 0.01% | 274 |
|
|
2025
Q4 | $80.4K | Hold |
5,000
| – | – | 0.01% | 270 |
|
|
2025
Q3 | $95.8K | Hold |
5,000
| – | – | 0.01% | 255 |
|
|
2025
Q2 | $87.5K | Hold |
5,000
| – | – | 0.01% | 260 |
|
|
2025
Q1 | $101K | Hold |
5,000
| – | – | 0.01% | 256 |
|
|
2024
Q4 | $101K | Hold |
5,000
| – | – | 0.01% | 257 |
|
|
2024
Q3 | $114K | Hold |
5,000
| – | – | 0.01% | 255 |
|
|
2024
Q2 | $98K | Sell |
5,000
-20
| -0.4% | -$382 | 0.01% | 271 |
|
|
2024
Q1 | $94.1K | Buy |
+5,020
| New | +$91.2K | 0.01% | 285 |
|
|
2021
Q1 | – | Sell |
-89
| Closed | -$3K | – | 444 |
|
|
2020
Q4 | $3K | Buy |
+89
| New | +$2.59K | ﹤0.01% | 411 |
|
|
2019
Q4 | – | Sell |
-400
| Closed | -$14K | – | 404 |
|
|
2019
Q3 | $14K | Hold |
400
| – | – | ﹤0.01% | 304 |
|
|
2019
Q2 | $13K | Hold |
400
| – | – | ﹤0.01% | 314 |
|
|
2019
Q1 | $13K | Hold |
400
| – | – | ﹤0.01% | 339 |
|
|
2018
Q4 | $11K | Hold |
400
| – | – | ﹤0.01% | 332 |
|
|
2018
Q3 | $11K | Hold |
400
| – | – | ﹤0.01% | 353 |
|
|
2018
Q2 | $10K | Hold |
400
| – | – | ﹤0.01% | 370 |
|
|
2018
Q1 | $9K | Hold |
400
| – | – | ﹤0.01% | 365 |
|
|
2017
Q4 | $10K | Hold |
400
| – | – | ﹤0.01% | 323 |
|
|
2017
Q3 | $11K | Hold |
400
| – | – | ﹤0.01% | 329 |
|
|
2017
Q2 | $13K | Hold |
400
| – | – | ﹤0.01% | 304 |
|
|
2017
Q1 | $13K | Hold |
400
| – | – | ﹤0.01% | 300 |
|
|
2016
Q4 | $12K | Sell |
400
-39
| -9% | -$1.19K | ﹤0.01% | 307 |
|
|
2016
Q3 | $15K | Hold |
439
| – | – | ﹤0.01% | 295 |
|
|
2016
Q2 | $14K | Hold |
439
| – | – | ﹤0.01% | 358 |
|
|
2016
Q1 | $13K | Hold |
439
| – | – | ﹤0.01% | 356 |
|
|
2015
Q4 | $15K | Hold |
439
| – | – | ﹤0.01% | 385 |
|
|
2015
Q3 | $15K | Hold |
439
| – | – | ﹤0.01% | 394 |
|
|
2015
Q2 | $15K | Hold |
439
| – | – | ﹤0.01% | 398 |
|
|
2015
Q1 | $17K | Hold |
439
| – | – | ﹤0.01% | 396 |
|
|
2014
Q4 | $18K | Hold |
439
| – | – | ﹤0.01% | 341 |
|
|
2014
Q3 | $16K | Hold |
439
| – | – | ﹤0.01% | 342 |
|
|
2014
Q2 | $17K | Hold |
439
| – | – | ﹤0.01% | 345 |
|
|
2014
Q1 | $16K | Hold |
439
| – | – | ﹤0.01% | 354 |
|
|
2013
Q4 | $15K | Sell |
439
-926
| -68% | -$33K | ﹤0.01% | 373 |
|
|
2013
Q3 | $51K | Hold |
1,365
| – | – | 0.01% | 248 |
|
|
2013
Q2 | $56K | Buy |
+1,365
| New | +$62.3K | 0.02% | 226 |
|
Other funds holding DOC
Tompkins Financial's DOC Position: Q2 2026 in Review
Tompkins Financial held its Healthpeak Properties (DOC) position steady in Q2 2026 at 5,000 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #266.
Tompkins Financial first reported a position in DOC in Q2 2013 and has held it in 37 quarters since. The position peaked at $114K in Q3 2024. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.
- Tompkins Financial held 5,000 shares of Healthpeak Properties worth $107K as of Q2 2026.
- Tompkins Financial left its Healthpeak Properties share count unchanged in Q2 2026.
- Healthpeak Properties made up 0.01% of Tompkins Financial's portfolio in Q2 2026, its #266 holding.
- Tompkins Financial first reported a position in Healthpeak Properties in Q2 2013 and has held it in 37 quarters since.
- Tompkins Financial's Healthpeak Properties position peaked at $114K in Q3 2024.
- 753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.
Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.