DOC β€” HEALTHPEAK PROPERTIES INC

Ownership history in Douglas Lane & Associates, LLC  Β·  8 quarters on record

AI Ownership Summary

Douglas Lane & Associates, LLC reported HEALTHPEAK PROPERTIES INC (DOC) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.89% in 2025 Q3. The latest visible filing shows DOC at 0.70% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DOC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Douglas Lane & Associates, LLC's position in HEALTHPEAK PROPERTIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DOC was reported at 0.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.89% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Douglas Lane & Associates, LLC held DOC β€” position size vs. price
% of Fund (quarterly)    DOC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 2,965,159 +163,306 +5.8% 0.70% $48.7M 2026-04-15 $17.20
2025 Q4 REDUCED 2,801,853 -548,687 -16.4% 0.62% $45.1M 2026-01-22 $17.57
2025 Q3 ADDED 3,350,540 +275,491 +9.0% 0.89% $64.2M 2025-10-10 $17.42
2025 Q2 ADDED 3,075,049 +282,199 +10.1% 0.78% $53.8M 2025-07-07 $17.06
2025 Q1 ADDED 2,792,850 +218,395 +8.5% 0.83% $56.5M 2025-04-09 $17.38
2024 Q4 ADDED 2,574,455 +1,090,130 +73.4% 0.74% $52.2M 2025-01-08 $18.66
2024 Q3 ADDED 1,484,325 +1,248,039 +528.2% 0.47% $33.9M 2024-10-10 $19.48
2024 Q2 INITIATED 236,286 β€” β€” 0.07% $4.6M 2024-07-08 $17.53

FAQ About Douglas Lane & Associates, LLC and DOC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Douglas Lane & Associates, LLC reported owning DOC?

Douglas Lane & Associates, LLC reported DOC across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported DOC position in Douglas Lane & Associates, LLC's portfolio?

The largest reported portfolio weight for DOC was 0.89% in 2025 Q3.

What is the latest reported DOC position on this page?

The most recent filing on this page is 2026 Q1, when Douglas Lane & Associates, LLC reported 2,965,159 shares, equal to 0.70% of portfolio, with an estimated market value of $48.7M.

What does the chart on this DOC ownership page compare?

The chart compares Douglas Lane & Associates, LLC's quarterly DOC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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