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Funds Holding Healthpeak Properties Inc

Every registered fund lists what it holds each quarter. These are the ones reporting a position in Healthpeak Properties Inc, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of DOC →
Funds holding
136
as of 2026-07-31
Reported value
$2B
summed across funds
Fund families
64
named trusts
Largest conviction
6.76%
2 above 5% of a fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
BNY Mellon Global Infrastructure Income ETFBNY Mellon ETF Trust4.1M sh$88.5M6.76%
SRH REIT Covered Call ETFElevation Series Trust144.1K sh$3.1M5.78%
Invesco S&P 500 Equal Weight Real Estate ETFInvesco Exchange-Traded Fund Trust158.6K sh$3.5M3.45%
Virtus Duff & Phelps Real Estate Income ETFVirtus ETF Trust II4.9K sh$106.4K2.67%
Wilmington Enhanced Dividend Income Strategy FundWilmington Funds110.5K sh$2.4M2.49%
AAM S&P 500 High Dividend Value ETFETF Series Solutions131.4K sh$2.9M2.18%
Real Estate Securities FundPrincipal Funds, Inc5.2M sh$114M1.62%
Global Real Estate Securities FundPrincipal Funds, Inc1.2M sh$26.2M1.51%
Franklin Real Estate Securities FundFranklin Real Estate Securities Trust168.2K sh$3.7M1.51%
NYLIM CBRE Real Estate FundNYLIM FUNDS TRUST151.8K sh$3.3M1.49%
Fidelity SAI Real Estate FundFidelity Summer Street Trust1.9M sh$42.3M1.32%
Fidelity Real Estate Investment PortfolioFidelity Select Portfolios2.1M sh$45M1.32%
Fidelity Real Estate Investment ETFFidelity Covington Trust10K sh$217.3K1.32%
iShares Core U.S. REIT ETFiShares Trust2.6M sh$56.8M1.22%
Dimensional US Real Estate ETFDimensional ETF Trust929.5K sh$20.3M1.14%
REAL ESTATE ULTRASECTOR PROFUNDProFunds1.7K sh$37.7K1.12%
Direxion Daily Real Estate Bull 3X SharesDirexion Shares ETF Trust22.1K sh$483K1.07%
DFA REAL ESTATE SECURITIES PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC3.4M sh$73.4M1.03%
Fidelity High Dividend ETFFidelity Covington Trust4.6M sh$100.9M0.99%
Fidelity SAI Real Estate Index FundFidelity Salem Street Trust96.4K sh$2.1M0.99%
Fidelity Real Estate Index FundFidelity Salem Street Trust1.5M sh$32.1M0.99%
Fidelity MSCI Real Estate Index ETFFIDELITY COVINGTON TRUST675.9K sh$14.8M0.99%
iShares FTSE NAREIT All Equity REIT Index FundBlackRock Funds879K sh$19.2M0.97%
VANGUARD REAL ESTATE II INDEX FUNDVANGUARD FIXED INCOME SECURITIES FUNDS4.6M sh$101.3M0.92%
iShares Global REIT ETFiShares Trust1.9M sh$41.5M0.81%
VANGUARD REAL ESTATE INDEX FUNDVANGUARD SPECIALIZED FUNDS26.4M sh$577.4M0.79%
Eaton Vance Tax-Managed Global Diversified Equity Income FundEaton Vance Tax-Managed Global Diversified Equity Income Fund1.1M sh$25M0.77%
Dimensional Global Real Estate ETFDimensional ETF Trust1.3M sh$28.7M0.74%
Transamerica Small Cap ValueTRANSAMERICA FUNDS38K sh$829.5K0.74%
DFA Global Real Estate Securities PortfolioDFA INVESTMENT DIMENSIONS GROUP INC2.6M sh$57.1M0.73%
iShares Developed Real Estate Index FundBlackRock Funds104.1K sh$2.3M0.72%
iShares Environmentally Aware Real Estate ETFiShares Trust4.6K sh$100.9K0.71%
Eaton Vance Tax-Advantaged Global Dividend Income FundEaton Vance Tax-Advantaged Global Dividend Income Fund644.4K sh$14.1M0.71%
Equity Income FundRUSSELL INVESTMENT CO45.3K sh$987.8K0.64%
NYLIM CBRE Real Assets ETFNYLIM Active ETF Trust1.9K sh$42K0.61%
Eaton Vance Tax-Advantaged Global Dividend Opportunities FundEaton Vance Tax-Advantaged Global Dividend Opportunities Fund157.3K sh$3.4M0.61%
NYLIM Candriam U.S. Mid Cap Equity ETFNYLIM ETF Trust92K sh$2M0.61%
DWS Global Small Cap FundDEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC.54.3K sh$1.2M0.59%
Victory Pioneer Mid Cap Value FundVictory Portfolios IV192.2K sh$4.2M0.54%
Redwood Systematic Macro Trend FundTwo Roads Shared Trust26.4K sh$575.6K0.49%
Tax-Managed Real Assets FundRUSSELL INVESTMENT CO250.5K sh$5.5M0.38%
BNY Mellon US Mid Cap Core Equity ETFBNY Mellon ETF Trust110.3K sh$2.4M0.37%
Harbor Mid Cap Value FundHARBOR FUNDS75K sh$1.6M0.36%
Fidelity Flex Mid Cap Index FundFidelity Salem Street Trust102.8K sh$2.2M0.35%
Goldman Sachs U.S. Equity Insights FundGoldman Sachs Trust177.4K sh$3.9M0.34%
JPMorgan BetaBuilders U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust306.2K sh$6.7M0.33%
Morningstar U.S. Equity FundMorningstar Funds Trust285.5K sh$6.2M0.33%
iShares Morningstar Small-Cap Value ETFiShares Trust102K sh$2.2M0.32%
Global Real Estate Securities FundRUSSELL INVESTMENT CO60.7K sh$1.3M0.32%
Transamerica Small/Mid Cap ValueTRANSAMERICA FUNDS93.6K sh$2M0.31%
Nomura Global Listed Real Assets FundDelaware Pooled Trust13.7K sh$298.6K0.30%
Eaton Vance Global Equity Income FundEaton Vance Mutual Funds Trust112.2K sh$2.5M0.29%
Wilmington Real Asset FundWilmington Funds58.2K sh$1.3M0.28%
Goldman Sachs Large Cap Value Insights FundGoldman Sachs Trust94.2K sh$2.1M0.27%
Pacer WealthShield ETFPacer Funds Trust2.8K sh$60.5K0.25%
Nuance Mid Cap Value FundManaged Portfolio Series33.3K sh$727K0.25%
iShares Morningstar Small-Cap ETFiShares Trust31.2K sh$681.8K0.24%
Arrow DWA Tactical: Balanced FundArrow Investments Trust2.9K sh$63.8K0.24%
U.S. Strategic Equity FundRUSSELL INVESTMENT CO327K sh$7.1M0.23%
Eaton Vance Global Income Builder FundEaton Vance Mutual Funds Trust31.5K sh$688.1K0.22%
Victory Extended Market Index FundVictory Portfolios III79.5K sh$1.7M0.21%
Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust254.9K sh$5.6M0.21%
Invesco S&P 500 Equal Weight ETFInvesco Exchange-Traded Fund Trust9.1M sh$198.7M0.21%
iShares Russell Small/Mid-Cap Index FundBlackRock Funds124K sh$2.7M0.20%
Fidelity Flex Mid Cap Focused Index FundFidelity Salem Street Trust1.8K sh$38.7K0.20%
Fidelity Dividend ETF for Rising RatesFidelity Covington Trust64.3K sh$1.4M0.19%
Multi-Manager Directional Alternative Strategies FundCOLUMBIA FUNDS SERIES TRUST I25.5K sh$556.5K0.17%
iShares Morningstar Small-Cap Growth ETFiShares Trust74.7K sh$1.6M0.17%
Invesco S&P 500 Equal Weight Income Advantage ETFInvesco Actively Managed Exchange-Traded Fund Trust71.5K sh$1.6M0.15%
Column Mid Cap FundTrust for Professional Managers67.2K sh$1.4M0.12%
Morningstar Global Opportunistic Equity FundMorningstar Funds Trust22.7K sh$496.1K0.11%
Fidelity Mid Cap Index FundFidelity Salem Street Trust2.6M sh$57.4M0.11%
iShares Russell Mid-Cap Index FundBlackRock Funds129.5K sh$2.8M0.11%
Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST140.2K sh$3.1M0.11%
Tax-Managed U.S. Large Cap FundRUSSELL INVESTMENT CO581.7K sh$12.7M0.10%
Calamos Hedged Equity FundCALAMOS INVESTMENT TRUST/IL36.8K sh$802.8K0.09%
iShares Enhanced Large Cap Core Active ETFBlackRock ETF Trust546 sh$11.9K0.09%
Federated Hermes Max-Cap Index FundFederated Hermes Index Trust9.8K sh$212.8K0.08%
Calamos Market Neutral Income FundCALAMOS INVESTMENT TRUST/IL482.8K sh$10.5M0.06%
LARGE-CAP VALUE PROFUNDProFunds121 sh$2.6K0.05%
SA Large Cap Value Index PortfolioSUNAMERICA SERIES TRUST16K sh$349.5K0.05%
Green Century Equity FundGREEN CENTURY FUNDS17.8K sh$389.5K0.05%
Green Century Balanced FundGREEN CENTURY FUNDS8.3K sh$182K0.05%
Strategic Allocation: Aggressive FundAmerican Century Strategic Asset Allocations Inc15.4K sh$335.2K0.05%
Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust199.1K sh$4.3M0.04%
iShares ESG MSCI KLD 400 ETFiShares Trust106.2K sh$2.3M0.04%
iShares Core Dividend ETFiShares Trust32.9K sh$718.4K0.04%
Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust234.1K sh$5.1M0.04%
Fidelity Large Cap Value Index FundFidelity Salem Street Trust274K sh$6M0.04%
Nuveen Large Cap Value Index FundTIAA-CREF Funds253.8K sh$5.5M0.04%
Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST21.3K sh$465K0.04%
Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST228.6K sh$5M0.04%
Strategic Allocation: Moderate FundAmerican Century Strategic Asset Allocations Inc12.6K sh$275.6K0.04%
Global X S&P 500 U.S. Revenue Leaders ETFGLOBAL X FUNDS35 sh$764.10.03%
FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust32.6K sh$710.6K0.03%
SA Goldman Sachs Multi-Asset Insights PortfolioSUNAMERICA SERIES TRUST731 sh$16K0.03%
Multifactor U.S. Equity FundRUSSELL INVESTMENT CO3.6K sh$79K0.03%
Strategic Allocation: Conservative FundAmerican Century Strategic Asset Allocations Inc3.5K sh$77K0.03%
Global X S&P 500 Risk Managed Income ETFGLOBAL X FUNDS588 sh$12.8K0.03%
Nuveen S&P 500 Index FundTIAA-CREF Funds155.2K sh$3.4M0.02%
Global X S&P 500 Covered Call & Growth ETFGLOBAL X FUNDS722 sh$15.8K0.02%
Global X S&P 500 Collar 95-110 ETFGLOBAL X FUNDS40 sh$873.20.02%
BNY Mellon S&P 500 Index FundBNY MELLON INDEX FUNDS, INC.29.9K sh$651.6K0.02%
Invesco S&P 500 BuyWrite ETFInvesco Exchange-Traded Fund Trust3.9K sh$84.8K0.02%
U.S. LARGE COMPANY PORTFOLIODIMENSIONAL INVESTMENT GROUP INC155.1K sh$3.4M0.02%
Pacer Trendpilot US Large Cap ETFPacer Funds Trust35.2K sh$767.6K0.02%
Fidelity SAI U.S. Large Cap Index FundFidelity Salem Street Trust201.6K sh$4.4M0.02%
LargeCap S&P 500 Index FundPrincipal Funds, Inc142.1K sh$3.1M0.02%
Wilmington Large-Cap Strategy FundWilmington Funds6.5K sh$142.5K0.02%
Schwab S&P 500 Index FundSCHWAB CAPITAL TRUST1.5M sh$33.4M0.02%
Global X S&P 500 Tail Risk ETFGLOBAL X FUNDS51 sh$1.1K0.02%
NYLIM S&P 500 Index FundNYLIM FUNDS TRUST22.6K sh$494.2K0.02%
Global X S&P 500 Covered Call ETFGLOBAL X FUNDS34.2K sh$746.7K0.02%
SA Large Cap Index PortfolioSUNAMERICA SERIES TRUST34.6K sh$754.5K0.02%
BNY Mellon Institutional S&P 500 Stock Index FundBNY Mellon Investment Funds IV, Inc.13.8K sh$301.6K0.02%
iShares Dow Jones U.S. ETFiShares Trust29.8K sh$651.1K0.02%
Direxion Daily S&P 500 Bull 2X SharesDirexion Shares ETF Trust2.6K sh$56.8K0.02%
Schwab 1000 Index FundSCHWAB INVESTMENTS216.9K sh$4.7M0.02%
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETFPacer Funds Trust16.6K sh$362.5K0.02%
iShares Total U.S. Stock Market Index FundBlackRock Funds46.2K sh$1M0.02%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust376.2K sh$8.2M0.02%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST420.4K sh$9.2M0.02%
Invesco S&P 500 Downside Hedged ETFInvesco Actively Managed Exchange-Traded Fund Trust597 sh$13K0.02%
Nuveen Equity Index FundTIAA-CREF Funds549.3K sh$12M0.02%
Direxion HCM Tactical Enhanced US ETFDirexion Shares ETF Trust4.8K sh$104.7K0.02%
AMT Diversified Equity FundADVISER MANAGED TRUST3.3K sh$71.9K0.02%
ULTRABULL PROFUNDProFunds1.5K sh$32.4K0.02%
E*TRADE No Fee Total Market Index FundE Trade Trust891 sh$19.5K0.02%
Direxion Daily S&P 500 Bull 3X SharesDirexion Shares ETF Trust53.9K sh$1.2M0.02%
iShares U.S. Industry Rotation Active ETFBlackRock ETF Trust275 sh$6K0.02%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS638.6K sh$13.9M0.01%
MidCap Value Fund IPrincipal Funds, Inc15.6K sh$340.8K0.01%
BULL PROFUNDProFunds325 sh$7.1K0.01%
iShares Dynamic Short-Term Active ETFBlackRock ETF Trust503 sh$11K0.01%
1290 Loomis Sayles Multi-Asset Income Fund1290 Funds256 sh$5.6K0.01%
NPF Core Equity ETFElevation Series Trust94 sh$2.1K0.00%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

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