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Beacon Financial Group’s Healthpeak Properties DOC Stock Holding History

Beacon Financial Group’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
2026
Q2 		$290K Sell
13,536
-1,114
-8% -$20.8K 0.03% 319
2026
Q1 		$241K Buy
14,650
+2,016
+16% +$34.5K 0.02% 321
2025
Q4 		$203K Sell
12,634
-3,895
-24% -$68.7K 0.02% 341
2025
Q3 		$317K Buy
16,529
+4,772
+41% +$85.6K 0.03% 291
2025
Q2 		$206K Sell
11,757
-1,258
-10% -$22.3K 0.02% 328
2025
Q1 		$263K Sell
13,015
-1,239
-9% -$25.1K 0.03% 297
2024
Q4 		$289K Sell
14,254
-2,636
-16% -$57.1K 0.03% 288
2024
Q3 		$386K Sell
16,890
-1,884
-10% -$40.6K 0.04% 247
2024
Q2 		$368K Sell
18,774
-1,534
-8% -$29.3K 0.04% 239
2024
Q1 		$381K Buy
+20,308
New +$369K 0.04% 238
2016
Q4 		– Sell
-32,787
Closed -$1.15M – 179
2016
Q3 		$1.15M Sell
32,787
-664
-2% -$23.2K 0.24% 75
2016
Q2 		$1.08M Buy
+33,451
New +$1.04M 0.24% 72
2015
Q1 		– Sell
-5,667
Closed -$230K – 169
2014
Q4 		$230K Buy
+5,667
New +$225K 0.05% 171

Other funds holding DOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Beacon Financial Group's DOC Position: Q2 2026 in Review

Beacon Financial Group reduced its Healthpeak Properties (DOC) stake by 7.6% in Q2 2026, selling an estimated $20.8K and leaving 13,536 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #319.

Beacon Financial Group first reported a position in DOC in Q4 2014 and has held it in 13 quarters since. The position peaked at $1.15M in Q3 2016. 755 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Beacon Financial Group held 13,536 shares of Healthpeak Properties worth $290K as of Q2 2026.
  • Beacon Financial Group sold 1,114 Healthpeak Properties shares in Q2 2026, an estimated $20.8K.
  • Healthpeak Properties made up 0.03% of Beacon Financial Group's portfolio in Q2 2026, its #319 holding.
  • Beacon Financial Group first reported a position in Healthpeak Properties in Q4 2014 and has held it in 13 quarters since.
  • Beacon Financial Group's Healthpeak Properties position peaked at $1.15M in Q3 2016.
  • 755 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.