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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
Q2 		$533K Buy
24,916
+1,011
+4% +$18.9K 0.03% 338
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 $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 $3.38T AUM 44.17% 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

Waterloo Capital's DOC Position: Q2 2026 in Review

Waterloo Capital increased its Healthpeak Properties (DOC) stake by 4.2% in Q2 2026, buying an estimated $18.9K and bringing the position to 24,916 shares worth $533K. The position accounts for 0.03% of the portfolio, ranked #338.

Waterloo Capital first reported a position in DOC in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.26M in Q3 2024. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Waterloo Capital held 24,916 shares of Healthpeak Properties worth $533K as of Q2 2026.
  • Waterloo Capital bought 1,011 Healthpeak Properties shares in Q2 2026, an estimated $18.9K.
  • Healthpeak Properties made up 0.03% of Waterloo Capital's portfolio in Q2 2026, its #338 holding.
  • Waterloo Capital first reported a position in Healthpeak Properties in Q3 2024 and has held it in 7 quarters since.
  • Waterloo Capital's Healthpeak Properties position peaked at $2.26M in Q3 2024.
  • 764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.