UBS Group
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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
2017
Q2 		– Sell
-200
Closed -$6K – 7729
2017
Q1 		$6K Buy
+200
New +$6.14K ﹤0.01% 6889
2016
Q4 		– Sell
-35,465
Closed -$1.23M – 7811
2016
Q3 		$1.23M Buy
+35,465
New +$1.24M ﹤0.01% 3274

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

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.