Symphony Financial 13F: Adds $1.4M to DOC Stake
Key Points
- Symphony Financial expanded its position in Healthpeak Properties, Inc. by 68,735 shares to hold 109,125 shares worth about $2.2 million in an October 22, 2026 filing.
- Healthpeak Properties trades around $18.94, sitting below its 50-day moving average and about 17.5% under its 52-week high.
- The real estate company heads toward its next quarterly financial report scheduled for November 2, 2026.
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Symphony Financial grew its holdings in Healthpeak Properties, Inc. DOC by 170.2% during the period, purchasing an additional 68,735 shares to bring its total stake to 109,125 shares. The position was valued at $2,181,859 according to a Form 13F filing disclosed on October 22, 2026. The fund previously held 40,390 shares in the healthcare real estate investment trust.
DOC
Healthpeak Properties, Inc.
Symphony Financial vs. the S&P 500
Hypothetical returns from Symphony Financial's disclosed trades, not real profit or advice. How we model this.
What Changed in Symphony Financial's Healthpeak Properties Position
Symphony Financial significantly expanded its exposure to the healthcare facility operator by lifting its share count from 40,390 up to 109,125 shares. The reported value of the increased stake reached approximately $2.18 million at the time of the filing disclosure on October 22, 2026.
Other Institutional Activity in Healthpeak Properties
Other large investors also adjusted their positions in the real estate company during recent periods. Brandywine Global Investment Management grew its holdings by 62,006 shares, ending with 3,446,910 shares worth about $73,763,872. Apg Asset Management US reduced its stake by 315,673 shares, leaving it with 1,664,514 shares valued at $35,620,598. Fuller & Thaler Asset Management Inc. cut its holdings by 81,764 shares to hold 29,119,832 shares worth $563,177,555. Principal Financial Group, Inc. dropped 2,004,063 shares down to a total of 16,760,575 shares valued at $324,149,523. Finally, Bank Of New York Mellon Corporation trimmed its position by 221,016 shares, closing out the period with 15,234,655 shares worth $294,638,230.
Healthpeak Properties, Inc. Stock Up 2.5%
Healthpeak Properties recently traded around $18.94 as of October 23, 2026, down about 2.1% from its close of $19.34 on the October 22 filing date. The stock rests below its 50-day moving average and 17.5% under its 52-week peak of $22.95, while holding about 20.6% above its 52-week low of $15.70.
Recent Earnings
Healthpeak Properties reported trailing twelve-month revenue of $2.95 billion alongside earnings of $0.37 per share. The company operates as a real estate investment trust focused on healthcare facilities with an upcoming earnings release expected on November 2, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
6 target raises vs 1 cuts.
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EPS & revenue
EPS beat estimates by 515.4%. Revenue beat estimates by 7.3%.
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Profit surprise
EBITDA beat by 47 percent. Operating income beat sharply.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
6 target raises, 1 target cut.
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Earnings quality
Gross margin down 81.1 points. Operating margin down 3.7 points. Positive free cash flow.
Earnings Call Summary
Healthpeak had a solid first quarter with outpatient medical leasing spreads of 5.4 percent and occupancy at 91 percent, while life science occupancy reached 77.7 percent with strong leasing momentum. The company completed the Janus Living IPO generating value and deployed $714 million into senior housing acquisitions, plus bought back $100 million of stock in April to improve future earnings. Management noted that life science market conditions are improving with strong M&A activity and capital raising, and they expect occupancy to grow at least 100 basis points by year-end.
Guidance Management expects full-year FFO between $1.71 and $1.75 per share, up from previous guidance, reflecting the successful Janus Living spin and senior housing outperformance. They plan to deploy about $750 million into acquisitions by year-end to offset IPO dilution and drive growth in 2027.
Good report. The company beat and showed some forward improvement, with a few meaningful caveats.
Dividend
Healthpeak Properties pays an annual dividend rate of $1.22 per share, translating to a dividend yield of 6.31%.
Insider Buying and Selling at Healthpeak Properties, Inc.
Company insiders executed several transactions prior to the filing. Chief Executive Officer Scott M Brinker bought 1,490 shares at $16.83 on August 4, 2025, for a total value of $25,077. Director John T Thomas acquired 1,450 shares at $17.06 on August 6, 2025, worth $24,730. Officer Scott R Bohn sold 10,989 shares at $19.45 on May 12, 2026, totaling $213,740.
Analysts Set New Price Targets
Wall Street firms updated their views on the stock ahead of the filing. Barclays maintained an Equal-Weight rating with a $24.00 target on August 31, 2026. Evercore ISI Group kept an In-Line rating with a $22.00 target on September 21, 2026. UBS held a Neutral rating with a $20.00 target on October 13, 2026. Barclays also maintained an Equal-Weight rating with a $21.00 target on October 13, 2026. Wells Fargo maintained an Equal-Weight rating with a $19.00 target on October 19, 2026. Overall, the stock carries a consensus buy rating across 19 analyst opinions with a mean price target of $22.39.
About Healthpeak Properties
Healthpeak Properties, Inc. is a Denver-based real estate investment trust that owns and develops properties dedicated to healthcare discovery and delivery. The S&P 500 company acquires and manages medical offices and research labs, connecting institutional capital with physical health infrastructure.
Bottom Line
Investors will watch for upcoming financial updates when Healthpeak Properties releases its next earnings report on November 2, 2026. Monitoring further institutional filings and shifting analyst targets will provide additional context on market sentiment for the REIT.
Related Filing Alerts
Source: Symphony Financial's 13F filing on $DOC (Oct 22, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts