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Waterloo Capital’s Healthpeak Properties DOC Stock Holding History

Waterloo Capital’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
Q1 		$393K Buy
23,905
+1,577
+7% +$27K 0.03% 352
2025
Q4 		$359K Sell
22,328
-3,120
-12% -$55K 0.03% 345
2025
Q3 		$487K Buy
+25,448
New +$456K 0.04% 285
2025
Q2 		– Sell
-95,524
Closed -$1.93M – 462
2025
Q1 		$1.93M Buy
95,524
+45
+0% +$910 0.18% 130
2024
Q4 		$1.94M Sell
95,479
-3,320
-3% -$71.9K 0.2% 113
2024
Q3 		$2.26M Buy
+98,799
New +$2.13M 0.25% 101

Other funds holding DOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Waterloo Capital's DOC Position: Q1 2026 in Review

Waterloo Capital increased its Healthpeak Properties (DOC) stake by 7.1% in Q1 2026, buying an estimated $27K and bringing the position to 23,905 shares worth $393K. The position accounts for 0.03% of the portfolio, ranked #352.

Waterloo Capital first reported a position in DOC in Q3 2024 and has held it in 6 quarters since. The position peaked at $2.26M in Q3 2024. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • Waterloo Capital held 23,905 shares of Healthpeak Properties worth $393K as of Q1 2026.
  • Waterloo Capital bought 1,577 Healthpeak Properties shares in Q1 2026, an estimated $27K.
  • Healthpeak Properties made up 0.03% of Waterloo Capital's portfolio in Q1 2026, its #352 holding.
  • Waterloo Capital first reported a position in Healthpeak Properties in Q3 2024 and has held it in 6 quarters since.
  • Waterloo Capital's Healthpeak Properties position peaked at $2.26M in Q3 2024.
  • 756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.