UB
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UMB Bank’s Healthpeak Properties DOC Stock Holding History

UMB Bank’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 		$106K Sell
4,951
-870
-15% -$16.2K ﹤0.01% 1011
2026
Q1 		$95.6K Sell
5,821
-1,649
-22% -$28.3K ﹤0.01% 989
2025
Q4 		$120K Buy
7,470
+2,873
+62% +$50.6K ﹤0.01% 866
2025
Q3 		$88K Buy
4,597
+867
+23% +$15.5K ﹤0.01% 921
2025
Q2 		$65.3K Buy
3,730
+1,888
+102% +$33.5K ﹤0.01% 1017
2025
Q1 		$37.2K Sell
1,842
-327
-15% -$6.61K ﹤0.01% 1167
2024
Q4 		$44K Buy
2,169
+424
+24% +$9.19K ﹤0.01% 964
2024
Q3 		$39.9K Sell
1,745
-673
-28% -$14.5K ﹤0.01% 939
2024
Q2 		$47.4K Buy
2,418
+673
+39% +$12.9K ﹤0.01% 835
2024
Q1 		$32.7K Buy
1,745
+673
+63% +$12.2K ﹤0.01% 933
2023
Q4 		$21.2K Sell
1,072
-487
-31% -$8.57K ﹤0.01% 1041
2023
Q3 		$28.6K Buy
1,559
+131
+9% +$2.69K ﹤0.01% 972
2023
Q2 		$28.7K Sell
1,428
-541
-27% -$11.2K ﹤0.01% 991
2023
Q1 		$43.3K Sell
1,969
-950
-33% -$23.6K ﹤0.01% 873
2022
Q4 		$73K Sell
2,919
-348
-11% -$8.46K ﹤0.01% 759
2022
Q3 		$75K Sell
3,267
-425
-12% -$11.2K ﹤0.01% 778
2022
Q2 		$95K Buy
3,692
+130
+4% +$3.94K ﹤0.01% 763
2022
Q1 		$122K Hold
3,562
– – ﹤0.01% 735
2021
Q4 		$129K Buy
+3,562
New +$123K ﹤0.01% 754

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

UMB Bank's DOC Position: Q2 2026 in Review

UMB Bank reduced its Healthpeak Properties (DOC) stake by 15% in Q2 2026, selling an estimated $16.2K and leaving 4,951 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

UMB Bank first reported a position in DOC in Q4 2021 and has held it in 19 quarters since. The position peaked at $129K in Q4 2021. 757 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • UMB Bank held 4,951 shares of Healthpeak Properties worth $106K as of Q2 2026.
  • UMB Bank sold 870 Healthpeak Properties shares in Q2 2026, an estimated $16.2K.
  • Healthpeak Properties made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1011 holding.
  • UMB Bank first reported a position in Healthpeak Properties in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's Healthpeak Properties position peaked at $129K in Q4 2021.
  • 757 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.