UBS Group’s Healthpeak Properties DOC Stock Holding History

UBS Group’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
2025 Q2	–	Sell	-159,200	Closed	-$3.22M	–	10355
2025 Q1	$3.22M	Sell	159,200 -150,400	-49%	-$3.04M	﹤0.01%	4248
2024 Q4	$6.28M	Buy	309,600 +185,600	+150%	+$4.02M	﹤0.01%	3575
2024 Q3	$2.84M	Buy	+124,000	New	+$2.67M	﹤0.01%	3660
2018 Q3	–	Sell	-11,000	Closed	-$284K	–	8029
2018 Q2	$284K	Sell	11,000 -2,000	-15%	-$47.2K	﹤0.01%	4719
2018 Q1	$302K	Buy	+13,000	New	+$302K	﹤0.01%	4516
2016 Q2	–	Sell	-400,770	Closed	-$11.9M	–	7771
2016 Q1	$11.9M	Buy	+400,770	New	+$12M	0.01%	1213
2015 Q4	–	Sell	-249,795	Closed	-$8.47M	–	8385
2015 Q3	$8.47M	Buy	249,795 +248,587	+20,578%	+$8.6M	0.01%	1517
2015 Q2	$40K	Sell	1,208 -110	-8%	-$4K	﹤0.01%	6196
2015 Q1	$52K	Sell	1,318 -1,098	-45%	-$44.1K	﹤0.01%	5996
2014 Q4	$97K	Buy	+2,416	New	+$95.9K	﹤0.01%	5729

Other funds holding DOC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

UBS Group's DOC Position: Q1 2026 in Review

UBS Group increased its Healthpeak Properties (DOC) stake by 8.9% in Q1 2026, buying an estimated $5.08M and bringing the position to 3,618,083 shares worth $59.4M. The position accounts for 0.01% of the portfolio, ranked #1468.

UBS Group first reported a position in DOC in Q4 2014 and has held it in 46 quarters since. The position peaked at $69.1M in Q4 2024. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

UBS Group held 3,618,083 shares of Healthpeak Properties worth $59.4M as of Q1 2026.
UBS Group bought 296,373 Healthpeak Properties shares in Q1 2026, an estimated $5.08M.
Healthpeak Properties made up 0.01% of UBS Group's portfolio in Q1 2026, its #1468 holding.
UBS Group first reported a position in Healthpeak Properties in Q4 2014 and has held it in 46 quarters since.
UBS Group's Healthpeak Properties position peaked at $69.1M in Q4 2024.
756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.