As of the latest SEC filings, HEALTHPEAK PROPERTIES, INC. (DOC) is held by 602 institutional funds. The largest fund shareholder is VANGUARD REAL ESTATE INDEX FUND (VGSLX), holding an estimated $417,204,498.48 in market value, representing 0.60% of its portfolio.
Funds holding HEALTHPEAK PROPERTIES, INC. (DOC)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- DOC
- CIK:
- 0000765880
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VGSLX
VANGUARD REAL ESTATE INDEX FUND
|
ETF | Vanguard | 0.60% | $417,204,498.48 | 25,801,144 | Apr 30, 2026 | Jun 26, 2026 |
|
UBVVX
Undiscovered Managers Behavioral Value Fund
|
MF | Independent / Boutique | 4.33% | $374,277,486.61 | 22,780,127 | Mar 31, 2026 | May 29, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $363,577,120.51 | 22,128,857 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.02% | $290,200,625.50 | 17,662,850 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.16% | $263,312,881.21 | 16,026,347 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.28% | $167,674,689.14 | 10,205,398 | Mar 31, 2026 | May 28, 2026 |
|
JMVQX
JPMorgan Mid Cap Value Fund
|
MF | JPMorgan | 1.49% | $162,211,599.13 | 9,872,891 | Mar 31, 2026 | May 29, 2026 |
|
RSP
Invesco S&P 500 Equal Weight ETF
|
ETF | Invesco | 0.18% | $159,827,028.90 | 9,884,170 | Apr 30, 2026 | Jun 29, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.02% | $156,363,458.16 | 8,844,087 | Feb 28, 2026 | Apr 24, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.02% | $146,863,563.92 | 8,938,744 | Mar 31, 2026 | May 28, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.02% | $132,049,092.96 | 8,037,072 | Mar 31, 2026 | May 28, 2026 |
|
PRETX
Real Estate Securities Fund
|
MF | Independent / Boutique | 1.58% | $106,769,847.03 | 6,602,959 | Apr 30, 2026 | Jun 25, 2026 |
|
SPHD
Invesco S&P 500 High Dividend Low Volatility ETF
|
ETF | Invesco | 2.77% | $95,458,669.28 | 5,399,246 | Feb 28, 2026 | Apr 28, 2026 |
|
XLRE
State Street(R) Real Estate Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 1.29% | $94,417,459.50 | 5,746,650 | Mar 31, 2026 | May 28, 2026 |
|
SCHH
Schwab U.S. REIT ETF
|
ETF | Charles Schwab | 0.87% | $84,998,032.08 | 4,807,581 | Feb 28, 2026 | Apr 24, 2026 |
|
SPYD
State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF
|
ETF | State Street (SPDR) | 1.13% | $79,382,054.33 | 4,831,531 | Mar 31, 2026 | May 28, 2026 |
|
VRTPX
VANGUARD REAL ESTATE II INDEX FUND
|
MF | Vanguard | 0.70% | $73,958,071.11 | 4,573,783 | Apr 30, 2026 | Jun 26, 2026 |
|
SPLV
Invesco S&P 500 Low Volatility ETF
|
ETF | Invesco | 0.88% | $73,175,698.96 | 4,138,897 | Feb 28, 2026 | Apr 28, 2026 |
|
FDVV
Fidelity High Dividend ETF
|
ETF | Fidelity | 0.77% | $70,741,567.05 | 4,374,865 | Apr 30, 2026 | Jun 26, 2026 |
|
BKGI
BNY Mellon Global Infrastructure Income ETF
|
ETF | Independent / Boutique | 6.80% | $66,747,884.28 | 4,127,884 | Apr 30, 2026 | Jun 26, 2026 |
|
PULS
PGIM Ultra Short Bond ETF
|
ETF | PGIM / Prudential | 0.46% | $64,818,695.50 | 65,000,000 | Feb 27, 2026 | Apr 23, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.02% | $64,434,270.35 | 3,921,745 | Mar 31, 2026 | May 28, 2026 |
|
PULS
PGIM Ultra Short Bond ETF
|
ETF | PGIM / Prudential | 0.42% | $59,877,864.00 | 60,000,000 | Feb 27, 2026 | Apr 23, 2026 |
|
JMEEX
JPMorgan Mid Cap Equity Fund
|
MF | JPMorgan | 1.06% | $59,145,223.33 | 3,599,831 | Mar 31, 2026 | May 29, 2026 |
|
DFREX
DFA REAL ESTATE SECURITIES PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.82% | $57,025,979.01 | 3,526,653 | Apr 30, 2026 | Jun 24, 2026 |
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