VAM
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Vert Asset Management’s Healthpeak Properties DOC Stock Holding History

Vert Asset 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 		$7.59M Buy
354,881
+9,469
+3% +$177K 2.08% 16
2026
Q1 		$5.68M Buy
345,412
+1,123
+0.3% +$19.2K 1.8% 18
2025
Q4 		$5.54M Buy
344,289
+25,702
+8% +$453K 1.84% 18
2025
Q3 		$6.1M Buy
318,587
+20,825
+7% +$373K 2.05% 15
2025
Q2 		$5.21M Sell
297,762
-27,381
-8% -$486K 1.9% 17
2025
Q1 		$6.57M Buy
325,143
+20,924
+7% +$423K 2.26% 17
2024
Q4 		$6.17M Buy
304,219
+30,461
+11% +$660K 2.11% 17
2024
Q3 		$6.26M Sell
273,758
-11,656
-4% -$251K 2.16% 17
2024
Q2 		$5.59M Buy
285,414
+61,156
+27% +$1.17M 2.23% 16
2024
Q1 		$4.2M Buy
224,258
+23,928
+12% +$435K 1.77% 20
2023
Q4 		$3.97M Sell
200,330
-23,869
-11% -$420K 1.71% 22
2023
Q3 		$4.12M Buy
224,199
+10,679
+5% +$219K 2.09% 20
2023
Q2 		$4.29M Buy
213,520
+15,070
+8% +$313K 2.2% 20
2023
Q1 		$4.36M Buy
198,450
+75,600
+62% +$1.87M 2.57% 15
2022
Q4 		$3.08M Buy
122,850
+4,432
+4% +$108K 2.74% 15
2022
Q3 		$2.71M Buy
118,418
+16,155
+16% +$427K 2.57% 16
2022
Q2 		$2.65M Buy
102,263
+4,759
+5% +$144K 2.45% 16
2022
Q1 		$3.35M Buy
97,504
+8,894
+10% +$300K 2.7% 15
2021
Q4 		$3.2M Buy
+88,610
New +$3.06M 2.63% 15

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

Vert Asset Management's DOC Position: Q2 2026 in Review

Vert Asset Management increased its Healthpeak Properties (DOC) stake by 2.7% in Q2 2026, buying an estimated $177K and bringing the position to 354,881 shares worth $7.59M. The position accounts for 2.08% of the portfolio, ranked #16.

Vert Asset Management first reported a position in DOC in Q4 2021 and has held it in 19 quarters since. 758 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Vert Asset Management held 354,881 shares of Healthpeak Properties worth $7.59M as of Q2 2026.
  • Vert Asset Management bought 9,469 Healthpeak Properties shares in Q2 2026, an estimated $177K.
  • Healthpeak Properties made up 2.08% of Vert Asset Management's portfolio in Q2 2026, its #16 holding.
  • Vert Asset Management first reported a position in Healthpeak Properties in Q4 2021 and has held it in 19 quarters since.
  • 758 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Vert Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.