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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group's DOC Position: Q2 2026 in Review

UBS Group reduced its Healthpeak Properties (DOC) stake by 64% in Q2 2026, selling an estimated $43.2M and leaving 1,302,948 shares worth $27.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2340.

UBS Group first reported a position in DOC in Q4 2014 and has held it in 47 quarters since. The position peaked at $69.1M in Q4 2024. 761 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

UBS Group held 1,302,948 shares of Healthpeak Properties worth $27.9M as of Q2 2026.
UBS Group sold 2,315,135 Healthpeak Properties shares in Q2 2026, an estimated $43.2M.
Healthpeak Properties made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2340 holding.
UBS Group first reported a position in Healthpeak Properties in Q4 2014 and has held it in 47 quarters since.
UBS Group's Healthpeak Properties position peaked at $69.1M in Q4 2024.
761 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.