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Whittier Trust’s Healthpeak Properties DOC Stock Holding History

Whittier Trust’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 		$86.8K Sell
3,990
-100
-2% -$1.87K ﹤0.01% 774
2026
Q1 		$68.2K Buy
4,090
+100
+3% +$1.71K ﹤0.01% 784
2025
Q4 		$65.8K Hold
3,990
– – ﹤0.01% 815
2025
Q3 		$77.3K Sell
3,990
-250
-6% -$4.48K ﹤0.01% 762
2025
Q2 		$74.2K Buy
4,240
+430
+11% +$7.64K ﹤0.01% 863
2025
Q1 		$77K Hold
3,810
– – ﹤0.01% 834
2024
Q4 		$77.2K Sell
3,810
-250
-6% -$5.42K ﹤0.01% 852
2024
Q3 		$92.8K Hold
4,060
– – ﹤0.01% 811
2024
Q2 		$79.5K Sell
4,060
-132
-3% -$2.52K ﹤0.01% 826
2024
Q1 		$78.6K Sell
4,192
-650
-13% -$11.8K ﹤0.01% 840
2023
Q4 		$95.8K Buy
4,842
+650
+16% +$11.4K ﹤0.01% 774
2023
Q3 		$77K Hold
4,192
– – ﹤0.01% 833
2023
Q2 		$84.2K Hold
4,192
– – ﹤0.01% 816
2023
Q1 		$92.1K Hold
4,192
– – ﹤0.01% 832
2022
Q4 		$105K Hold
4,192
– – ﹤0.01% 799
2022
Q3 		$96K Sell
4,192
-114
-3% -$3.01K ﹤0.01% 798
2022
Q2 		$112K Hold
4,306
– – ﹤0.01% 763
2022
Q1 		$148K Sell
4,306
-735
-15% -$24.8K ﹤0.01% 736
2021
Q4 		$182K Hold
5,041
– – ﹤0.01% 689
2021
Q3 		$169K Sell
5,041
-350
-6% -$12.4K ﹤0.01% 671
2021
Q2 		$179K Hold
5,391
– – ﹤0.01% 677
2021
Q1 		$171K Sell
5,391
-3,100
-37% -$94.2K ﹤0.01% 667
2020
Q4 		$257K Hold
8,491
– – 0.01% 549
2020
Q3 		$230K Hold
8,491
– – 0.01% 543
2020
Q2 		$234K Hold
8,491
– – 0.01% 514
2020
Q1 		$203K Buy
8,491
+3,302
+64% +$108K 0.01% 516
2019
Q4 		$179K Buy
5,189
+114
+2% +$3.99K ﹤0.01% 578
2019
Q3 		$181K Hold
5,075
– – 0.01% 565
2019
Q2 		$162K Hold
5,075
– – ﹤0.01% 569
2019
Q1 		$159K Sell
5,075
-1,122
-18% -$34.2K ﹤0.01% 567
2018
Q4 		$173K Hold
6,197
– – 0.01% 534
2018
Q3 		$163K Hold
6,197
– – 0.01% 539
2018
Q2 		$160K Buy
6,197
+720
+13% +$17K 0.01% 537
2018
Q1 		$128K Sell
5,477
-750
-12% -$17.4K ﹤0.01% 591
2017
Q4 		$162K Sell
6,227
-240
-4% -$6.36K 0.01% 533
2017
Q3 		$180K Hold
6,467
– – 0.01% 506
2017
Q2 		$207K Sell
6,467
-995
-13% -$31.5K 0.01% 465
2017
Q1 		$234K Buy
7,462
+15
+0.2% +$461 0.01% 441
2016
Q4 		$221K Sell
7,447
-1,169
-14% -$35.6K 0.01% 451
2016
Q3 		$298K Hold
8,616
– – 0.01% 405
2016
Q2 		$278K Hold
8,616
– – 0.01% 406
2016
Q1 		$255K Buy
8,616
+694
+9% +$20.8K 0.01% 415
2015
Q4 		$276K Sell
7,922
-549
-6% -$18.4K 0.01% 415
2015
Q3 		$287K Hold
8,471
– – 0.01% 408
2015
Q2 		$281K Sell
8,471
-1,437
-15% -$52.3K 0.01% 432
2015
Q1 		$390K Buy
9,908
+745
+8% +$29.9K 0.02% 378
2014
Q4 		$367K Sell
9,163
-1,120
-11% -$44.4K 0.02% 368
2014
Q3 		$371K Sell
10,283
-444
-4% -$16.8K 0.02% 359
2014
Q2 		$404K Sell
10,727
-623
-5% -$23.5K 0.02% 353
2014
Q1 		$401K Hold
11,350
– – 0.02% 347
2013
Q4 		$375K Sell
11,350
-10,261
-47% -$366K 0.02% 357
2013
Q3 		$806K Sell
21,611
-1,149
-5% -$44.8K 0.04% 267
2013
Q2 		$942K Buy
+22,760
New +$1.04M 0.05% 231

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

Whittier Trust's DOC Position: Q2 2026 in Review

Whittier Trust reduced its Healthpeak Properties (DOC) stake by 2.4% in Q2 2026, selling an estimated $1.87K and leaving 3,990 shares worth $86.8K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Whittier Trust first reported a position in DOC in Q2 2013 and has held it in 53 quarters since. The position peaked at $942K in Q2 2013. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Whittier Trust held 3,990 shares of Healthpeak Properties worth $86.8K as of Q2 2026.
  • Whittier Trust sold 100 Healthpeak Properties shares in Q2 2026, an estimated $1.87K.
  • Healthpeak Properties made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #774 holding.
  • Whittier Trust first reported a position in Healthpeak Properties in Q2 2013 and has held it in 53 quarters since.
  • Whittier Trust's Healthpeak Properties position peaked at $942K in Q2 2013.
  • 753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

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