Vanguard Personalized Indexing Management
DOC icon

Vanguard Personalized Indexing Management’s Healthpeak Properties DOC Stock Holding History

Vanguard Personalized Indexing Management’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 		$1.85M Sell
86,334
-11,525
-12% -$215K 0.02% 681
2026
Q1 		$1.61M Buy
97,859
+665
+0.7% +$11.4K 0.02% 698
2025
Q4 		$1.56M Sell
97,194
-36,255
-27% -$639K 0.02% 696
2025
Q3 		$2.56M Sell
133,449
-15,743
-11% -$282K 0.03% 506
2025
Q2 		$2.61M Sell
149,192
-40,363
-21% -$717K 0.03% 471
2025
Q1 		$3.83M Buy
189,555
+3,848
+2% +$77.8K 0.06% 300
2024
Q4 		$3.76M Buy
185,707
+13,414
+8% +$291K 0.06% 296
2024
Q3 		$3.94M Buy
172,293
+17,094
+11% +$368K 0.06% 268
2024
Q2 		$3.03M Buy
155,199
+40,080
+35% +$765K 0.06% 297
2024
Q1 		$2.16M Buy
115,119
+38,249
+50% +$695K 0.05% 374
2023
Q4 		$1.52M Buy
76,870
+1,224
+2% +$21.5K 0.04% 445
2023
Q3 		$1.39M Buy
75,646
+14,322
+23% +$294K 0.04% 418
2023
Q2 		$1.23M Buy
61,324
+20,629
+51% +$428K 0.04% 471
2023
Q1 		$894K Buy
40,695
+4,601
+13% +$114K 0.03% 580
2022
Q4 		$905K Sell
36,094
-18,565
-34% -$451K 0.04% 549
2022
Q3 		$1.25M Buy
54,659
+10,415
+24% +$275K 0.06% 383
2022
Q2 		$1.15M Buy
44,244
+23,160
+110% +$702K 0.05% 398
2022
Q1 		$724K Buy
21,084
+3,107
+17% +$105K 0.04% 634
2021
Q4 		$649K Buy
17,977
+5,881
+49% +$203K 0.04% 592
2021
Q3 		$405K Buy
12,096
+2,552
+27% +$90.3K 0.04% 625
2021
Q2 		$318K Buy
9,544
+1,679
+21% +$56.4K 0.03% 702
2021
Q1 		$250K Buy
7,865
+547
+7% +$16.6K 0.04% 582
2020
Q4 		$221K Sell
7,318
-113
-2% -$3.29K 0.05% 469
2020
Q3 		$202K Buy
+7,431
New +$204K 0.06% 401

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

Vanguard Personalized Indexing Management's DOC Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its Healthpeak Properties (DOC) stake by 12% in Q2 2026, selling an estimated $215K and leaving 86,334 shares worth $1.85M. The position accounts for 0.02% of the portfolio, ranked #681.

Vanguard Personalized Indexing Management first reported a position in DOC in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.94M in Q3 2024. 757 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Vanguard Personalized Indexing Management held 86,334 shares of Healthpeak Properties worth $1.85M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 11,525 Healthpeak Properties shares in Q2 2026, an estimated $215K.
  • Healthpeak Properties made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #681 holding.
  • Vanguard Personalized Indexing Management first reported a position in Healthpeak Properties in Q3 2020 and has held it in 24 quarters since.
  • Vanguard Personalized Indexing Management's Healthpeak Properties position peaked at $3.94M in Q3 2024.
  • 757 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.