WSFS
DOC icon

Wilmington Savings Fund Society’s Healthpeak Properties DOC Stock Holding History

Wilmington Savings Fund Society’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 		$963 Sell
45
-607
-93% -$11.3K ﹤0.01% 1398
2026
Q1 		$10.7K Buy
+652
New +$11.2K ﹤0.01% 1182
2025
Q4 		– Sell
-38
Closed -$728 – 1401
2025
Q3 		$728 Sell
38
-5,659
-99% -$101K ﹤0.01% 1346
2025
Q2 		$99.8K Sell
5,697
-293
-5% -$5.2K ﹤0.01% 1026
2025
Q1 		$121K Buy
5,990
+501
+9% +$10.1K ﹤0.01% 945
2024
Q4 		$111K Buy
5,489
+5
+0.1% +$108 ﹤0.01% 1012
2024
Q3 		$125K Buy
+5,484
New +$118K ﹤0.01% 956
2015
Q2 		– Sell
-5,270
Closed -$208K – 365
2015
Q1 		$208K Hold
5,270
– – 0.01% 336
2014
Q4 		$211K Buy
+5,270
New +$209K 0.01% 336
2014
Q3 		– Sell
-5,490
Closed -$207K – 376
2014
Q2 		$207K Sell
5,490
-1,098
-17% -$41.3K 0.01% 368
2014
Q1 		$233K Hold
6,588
– – 0.01% 351
2013
Q4 		$218K Sell
6,588
-813
-11% -$29K 0.01% 361
2013
Q3 		$276K Buy
7,401
+1,033
+16% +$40.3K 0.02% 330
2013
Q2 		$263K Buy
+6,368
New +$290K 0.02% 335

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

Wilmington Savings Fund Society's DOC Position: Q2 2026 in Review

Wilmington Savings Fund Society reduced its Healthpeak Properties (DOC) stake by 93% in Q2 2026, selling an estimated $11.3K and leaving 45 shares worth $963. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

Wilmington Savings Fund Society first reported a position in DOC in Q2 2013 and has held it in 14 quarters since. The position peaked at $276K in Q3 2013. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Wilmington Savings Fund Society held 45 shares of Healthpeak Properties worth $963 as of Q2 2026.
  • Wilmington Savings Fund Society sold 607 Healthpeak Properties shares in Q2 2026, an estimated $11.3K.
  • Healthpeak Properties made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #1398 holding.
  • Wilmington Savings Fund Society first reported a position in Healthpeak Properties in Q2 2013 and has held it in 14 quarters since.
  • Wilmington Savings Fund Society's Healthpeak Properties position peaked at $276K in Q3 2013.
  • 753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.