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Beacon Capital Management LLC (Tennessee)’s Healthpeak Properties DOC Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio DOC Stock Details DOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,158
Closed -$20.3K – 344
2025
Q2 		$20.3K Sell
1,158
-658
-36% -$11.7K ﹤0.01% 498
2025
Q1 		$36.7K Buy
1,816
+1,054
+138% +$21.3K 0.01% 368
2024
Q4 		$15.4K Hold
762
– – ﹤0.01% 520
2024
Q3 		$17.4K Sell
762
-985
-56% -$21.2K ﹤0.01% 517
2024
Q2 		$34.2K Buy
1,747
+16
+0.9% +$306 0.01% 352
2024
Q1 		$32.5K Buy
1,731
+1,053
+155% +$19.1K 0.01% 367
2023
Q4 		$12.4K Hold
678
– – ﹤0.01% 468
2023
Q3 		$13.6K Hold
678
– – ﹤0.01% 480
2023
Q2 		$13.6K Hold
678
– – ﹤0.01% 480
2023
Q1 		$14.9K Hold
678
– – ﹤0.01% 415
2022
Q4 		$17K Hold
678
– – 0.01% 405
2022
Q3 		$18K Hold
678
– – 0.01% 362
2022
Q2 		$23K Hold
678
– – 0.01% 360
2022
Q1 		$23K Buy
+678
New +$22.8K 0.01% 360

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s DOC Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Healthpeak Properties (DOC) in Q3 2025, closing a stake of 1,158 shares — an estimated $20.3K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in DOC in Q1 2022 and held it in 14 quarters. The position peaked at $36.7K in Q1 2025. 751 funds tracked by Wall St. Rank hold DOC as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Healthpeak Properties position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 1,158 Healthpeak Properties shares in Q3 2025, an estimated $20.3K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Healthpeak Properties in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Healthpeak Properties position peaked at $36.7K in Q1 2025.
  • 751 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.