Westside Investment Management’s Healthpeak Properties DOC Stock Holding History

Westside Investment 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	$6.76K	Hold	316	–	–	﹤0.01%	1201
2026 Q1	$5.22K	Hold	316	–	–	﹤0.01%	1242
2025 Q4	$5.12K	Hold	316	–	–	﹤0.01%	1226
2025 Q3	$6.06K	Hold	316	–	–	﹤0.01%	1240
2025 Q2	$5.65K	Buy	+316	New	+$5.61K	﹤0.01%	1135
2021 Q1	–	Sell	-1,000	Closed	-$30	–	722
2020 Q4	$30	Hold	1,000	–	–	﹤0.01%	385
2020 Q3	$27	Hold	1,000	–	–	﹤0.01%	392
2020 Q2	$27	Hold	1,000	–	–	﹤0.01%	370
2020 Q1	$23	Buy	+1,000	New	+$32.6K	﹤0.01%	383
2019 Q2	$31K	Buy	+1,000	New	+$31.1K	0.01%	350
2018 Q4	$27.9K	Hold	1,000	–	–	0.01%	351
2018 Q3	$25.8K	Hold	1,000	–	–	0.01%	319
2018 Q2	$25.6K	Hold	1,000	–	–	0.01%	368
2018 Q1	$23.2K	Hold	1,000	–	–	0.01%	366
2017 Q4	$25K	Hold	1,000	–	–	0.01%	365
2017 Q3	$26.8K	Hold	1,000	–	–	0.02%	346
2017 Q2	$30.9K	Hold	1,000	–	–	0.02%	322
2017 Q1	$31.1K	Hold	1,000	–	–	0.01%	295
2016 Q4	$30.4K	Buy	+1,000	New	+$30.5K	0.02%	230

Other funds holding DOC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Westside Investment Management's DOC Position: Q2 2026 in Review

Westside Investment Management held its Healthpeak Properties (DOC) position steady in Q2 2026 at 316 shares worth $6.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Westside Investment Management first reported a position in DOC in Q4 2016 and has held it in 19 quarters since. The position peaked at $31.1K in Q1 2017. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Westside Investment Management held 316 shares of Healthpeak Properties worth $6.76K as of Q2 2026.
Westside Investment Management left its Healthpeak Properties share count unchanged in Q2 2026.
Healthpeak Properties made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1201 holding.
Westside Investment Management first reported a position in Healthpeak Properties in Q4 2016 and has held it in 19 quarters since.
Westside Investment Management's Healthpeak Properties position peaked at $31.1K in Q1 2017.
759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.