DOC · Healthpeak Properties, Inc. · Held by Funds
$19.49
+0.05 (+0.26%)
At close · Oct 2
Return incl. dividend (before tax)
Market Cap
$13.61B
Shares
689.53M
Volume · Oct 2
4.87M
Avg daily vol (3M)
5.37M
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding DOC
599 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| VANGUARD REAL ESTATE INDEX FUND | — | 26,448,053 | $577,360,997 | 0.79% | Long | 2026-07-31 | |
| Undiscovered Managers Behavioral Value Fund | — | 22,409,994 | $479,573,872 | 5.31% | Long | 2026-06-30 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 21,885,802 | $468,356,163 | 0.02% | Long | 2026-06-30 | |
| VANGUARD 500 INDEX FUND | — | 17,864,168 | $382,293,195 | 0.02% | Long | 2026-06-30 | |
| VANGUARD SMALL-CAP INDEX FUND | — | 15,806,815 | $338,265,841 | 0.18% | Long | 2026-06-30 | |
| VANGUARD SMALL-CAP VALUE INDEX FUND | — | 10,015,716 | $214,336,322 | 0.32% | Long | 2026-06-30 | |
| iShares Core S&P 500 ETF | IVV | 9,483,551 | $202,947,991 | 0.02% | Long | 2026-06-30 | |
| Invesco S&P 500 Equal Weight ETF | RSP | 9,103,876 | $198,737,613 | 0.21% | Long | 2026-07-31 | |
| JPMorgan Mid Cap Value Fund | — | 9,014,287 | $192,905,742 | 1.73% | Long | 2026-06-30 | |
| State Street(R) SPDR(R) S&P 500(R) ETF Trust | SPY | 8,388,240 | $179,508,336 | 0.02% | Long | 2026-06-30 | |
| Fidelity 500 Index Fund | FXAIX | 8,894,525 | $170,330,154 | 0.02% | Long | 2026-05-31 | |
| State Street(R) Real Estate Select Sector SPDR(R) ETF | XLRE | 5,785,372 | $123,806,961 | 1.53% | Long | 2026-06-30 | |
| Real Estate Securities Fund | — | 5,220,598 | $113,965,654 | 1.62% | Long | 2026-07-31 | |
| State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF | SPYD | 4,917,277 | $105,229,728 | 1.43% | Long | 2026-06-30 | |
| Invesco S&P 500 High Dividend Low Volatility ETF | SPHD | 5,432,487 | $104,032,126 | 3.22% | Long | 2026-05-31 | |
| VANGUARD REAL ESTATE II INDEX FUND | VRTPX | 4,641,687 | $101,328,027 | 0.92% | Long | 2026-07-31 | |
| Fidelity High Dividend ETF | FDVV | 4,620,753 | $100,871,038 | 0.99% | Long | 2026-07-31 | |
| Schwab U.S. REIT ETF | SCHH | 4,916,965 | $94,159,880 | 0.94% | Long | 2026-05-31 | |
| BNY Mellon Global Infrastructure Income ETF | BKGI | 4,054,011 | $88,499,060 | 6.76% | Long | 2026-07-31 | |
| VANGUARD INSTITUTIONAL INDEX FUND | — | 3,743,834 | $80,118,048 | 0.02% | Long | 2026-06-30 | |
| JPMorgan Mid Cap Equity Fund | — | 3,486,436 | $74,609,730 | 1.20% | Long | 2026-06-30 | |
| DFA REAL ESTATE SECURITIES PORTFOLIO | DFREX | 3,360,728 | $73,364,692 | 1.03% | Long | 2026-07-31 | |
| iShares Russell Mid-Cap ETF | IWR | 2,859,443 | $61,192,080 | 0.11% | Long | 2026-06-30 | |
| Fidelity Mid Cap Index Fund | FSMDX | 2,627,611 | $57,360,748 | 0.11% | Long | 2026-07-31 | |
| DFA Global Real Estate Securities Portfolio | — | 2,613,593 | $57,054,740 | 0.73% | Long | 2026-07-31 | |
| iShares Core U.S. REIT ETF | USRT | 2,600,124 | $56,760,707 | 1.22% | Long | 2026-07-31 | |
| iShares U.S. Real Estate ETF | IYR | 2,380,538 | $50,943,513 | 1.09% | Long | 2026-06-30 | |
| Fidelity Real Estate Investment Portfolio | — | 2,061,400 | $45,000,362 | 1.32% | Long | 2026-07-31 | |
| Mid Cap Value Fund | — | 1,981,777 | $42,410,028 | 0.75% | Long | 2026-06-30 | |
| Fidelity SAI Real Estate Fund | FSRJX | 1,936,200 | $42,267,246 | 1.32% | Long | 2026-07-31 | |
| MFS Global Real Estate Fund | — | 2,170,694 | $41,568,790 | 1.94% | Long | 2026-05-31 | |
| iShares Global REIT ETF | REET | 1,901,809 | $41,516,490 | 0.81% | Long | 2026-07-31 | |
| WisdomTree U.S. Value Fund | WTV | 1,745,731 | $37,358,643 | 1.27% | Long | 2026-06-30 | |
| Schwab U.S. Mid-Cap ETF | SCHM | 1,878,125 | $35,966,094 | 0.25% | Long | 2026-05-31 | |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | SPYM | 1,656,094 | $35,440,412 | 0.02% | Long | 2026-06-30 | |
| Schwab S&P 500 Index Fund | SWPPX | 1,532,162 | $33,447,096 | 0.02% | Long | 2026-07-31 | |
| iShares Russell 1000 Value ETF | IWD | 1,540,320 | $32,962,848 | 0.04% | Long | 2026-06-30 | |
| Fidelity Real Estate Index Fund | FSRNX | 1,471,184 | $32,115,947 | 0.99% | Long | 2026-07-31 | |
| Dimensional Global Real Estate ETF | DFGR | 1,316,055 | $28,729,481 | 0.74% | Long | 2026-07-31 | |
| iShares Residential and Multisector Real Estate ETF | REZ | 1,244,532 | $26,632,985 | 3.04% | Long | 2026-06-30 | |
| Global Real Estate Securities Fund | — | 1,201,638 | $26,231,758 | 1.51% | Long | 2026-07-31 | |
| Bridge Builder Small/Mid Cap Growth Fund | BBGSX | 1,206,355 | $25,815,997 | 0.23% | Long | 2026-06-30 | |
| State Street(R) SPDR(R) Dow Jones(R) REIT ETF | RWR | 1,194,911 | $25,571,095 | 1.39% | Long | 2026-06-30 | |
| Fidelity Total Market Index Fund | FSKAX | 1,316,609 | $25,213,062 | 0.02% | Long | 2026-05-31 | |
| Eaton Vance Tax-Managed Global Diversified Equity Income Fund | EXG | 1,147,174 | $25,042,808 | 0.77% | Long | 2026-07-31 | |
| iShares S&P 500 Value ETF | IVE | 1,133,394 | $24,254,632 | 0.05% | Long | 2026-06-30 | |
| iShares Russell Mid-Cap Value ETF | IWS | 1,066,543 | $22,824,020 | 0.15% | Long | 2026-06-30 | |
| Fidelity Series Total Market Index Fund | FCFMX | 1,066,727 | $20,427,822 | 0.02% | Long | 2026-05-31 | |
| Dimensional US Real Estate ETF | DFAR | 929,522 | $20,291,465 | 1.14% | Long | 2026-07-31 | |
| Harrison Street Real Estate Fund LLC | — | 915,545 | $19,592,663 | 1.35% | Long | 2026-06-30 |
Showing 1–50 of 599 positions
Key facts
CIK
765880
CUSIP
42250P103
13F (30d)
27 filings
21 filers
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