WhitTier Trust Company’s Healthpeak Properties DOC Stock Holding History

WhitTier Trust Company’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	$219	Hold	10	–	–	﹤0.01%	1394
2026 Q1	$167	Hold	10	–	–	﹤0.01%	1390
2025 Q4	$165	Hold	10	–	–	﹤0.01%	1260
2025 Q3	$194	Hold	10	–	–	﹤0.01%	1256
2025 Q2	$175	Hold	10	–	–	﹤0.01%	1419
2025 Q1	$202	Sell	10 -34	-77%	-$688	﹤0.01%	1395
2024 Q4	$891	Hold	44	–	–	﹤0.01%	1284
2024 Q3	$1K	Hold	44	–	–	﹤0.01%	1273
2024 Q2	$861	Sell	44 -36	-45%	-$688	﹤0.01%	1216
2024 Q1	$1.5K	Sell	80 -8	-9%	-$145	﹤0.01%	1145
2023 Q4	$1.74K	Buy	88 +44	+100%	+$774	﹤0.01%	1138
2023 Q3	$806	Buy	44 +8	+22%	+$164	﹤0.01%	1126
2023 Q2	$723	Hold	36	–	–	﹤0.01%	1138
2023 Q1	$790	Hold	36	–	–	﹤0.01%	1123
2022 Q4	$902	Sell	36 -130	-78%	-$3.16K	﹤0.01%	1145
2022 Q3	$4K	Sell	166 -7	-4%	-$185	﹤0.01%	992
2022 Q2	$4K	Buy	173 +7	+4%	+$212	﹤0.01%	1014
2022 Q1	$6K	Hold	166	–	–	﹤0.01%	987
2021 Q4	$6K	Hold	166	–	–	﹤0.01%	955
2021 Q3	$6K	Hold	166	–	–	﹤0.01%	982
2021 Q2	$6K	Hold	166	–	–	﹤0.01%	910
2021 Q1	$5K	Sell	166 -504	-75%	-$15.3K	﹤0.01%	908
2020 Q4	$20K	Sell	670 -260	-28%	-$7.57K	﹤0.01%	750
2020 Q3	$25K	Hold	930	–	–	﹤0.01%	711
2020 Q2	$26K	Hold	930	–	–	﹤0.01%	685
2020 Q1	$22K	Hold	930	–	–	﹤0.01%	688
2019 Q4	$32K	Hold	930	–	–	﹤0.01%	670
2019 Q3	$33K	Sell	930 -1,000	-52%	-$33.8K	﹤0.01%	665
2019 Q2	$62K	Hold	1,930	–	–	﹤0.01%	550
2019 Q1	$60K	Hold	1,930	–	–	﹤0.01%	551
2018 Q4	$54K	Hold	1,930	–	–	﹤0.01%	555
2018 Q3	$51K	Hold	1,930	–	–	﹤0.01%	605
2018 Q2	$50K	Hold	1,930	–	–	﹤0.01%	608
2018 Q1	$45K	Hold	1,930	–	–	﹤0.01%	629
2017 Q4	$50K	Hold	1,930	–	–	﹤0.01%	569
2017 Q3	$54K	Hold	1,930	–	–	0.01%	530
2017 Q2	$62K	Hold	1,930	–	–	0.01%	508
2017 Q1	$60K	Hold	1,930	–	–	0.01%	501
2016 Q4	$57K	Sell	1,930 -738	-28%	-$22.5K	0.01%	503
2016 Q3	$92K	Sell	2,668 -220	-8%	-$7.7K	0.01%	434
2016 Q2	$93K	Hold	2,888	–	–	0.01%	430
2016 Q1	$86K	Hold	2,888	–	–	0.01%	442
2015 Q4	$101K	Sell	2,888 -659	-19%	-$22K	0.01%	427
2015 Q3	$120K	Hold	3,547	–	–	0.01%	397
2015 Q2	$118K	Hold	3,547	–	–	0.01%	417
2015 Q1	$140K	Hold	3,547	–	–	0.02%	395
2014 Q4	$142K	Hold	3,547	–	–	0.02%	393
2014 Q3	$128K	Hold	3,547	–	–	0.01%	397
2014 Q2	$134K	Sell	3,547 -1,745	-33%	-$65.7K	0.02%	397
2014 Q1	$187K	Buy	5,292 +1,789	+51%	+$61.8K	0.02%	354
2013 Q4	$116K	Sell	3,503 -988	-22%	-$35.2K	0.01%	407
2013 Q3	$167K	Hold	4,491	–	–	0.02%	349
2013 Q2	$186K	Buy	+4,491	New	+$205K	0.03%	322

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

WhitTier Trust Company's DOC Position: Q2 2026 in Review

WhitTier Trust Company held its Healthpeak Properties (DOC) position steady in Q2 2026 at 10 shares worth $219. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

WhitTier Trust Company first reported a position in DOC in Q2 2013 and has held it in 53 quarters since. The position peaked at $187K in Q1 2014. 761 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

WhitTier Trust Company held 10 shares of Healthpeak Properties worth $219 as of Q2 2026.
WhitTier Trust Company left its Healthpeak Properties share count unchanged in Q2 2026.
Healthpeak Properties made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #1394 holding.
WhitTier Trust Company first reported a position in Healthpeak Properties in Q2 2013 and has held it in 53 quarters since.
WhitTier Trust Company's Healthpeak Properties position peaked at $187K in Q1 2014.
761 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.