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Beacon Investment Advisory Services’s Healthpeak Properties DOC Stock Holding History

Beacon Investment Advisory Services’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 		$67.4K Sell
3,151
-525
-14% -$9.8K ﹤0.01% 383
2026
Q1 		$60.4K Buy
+3,676
New +$63K ﹤0.01% 407
2020
Q1 		– Sell
-8,261
Closed -$285K – 243
2019
Q4 		$285K Hold
8,261
– – 0.02% 221
2019
Q3 		$294K Sell
8,261
-50
-0.6% -$1.69K 0.03% 201
2019
Q2 		$266K Buy
+8,311
New +$258K 0.03% 199
2019
Q1 		– Hold
0
– – – 198
2018
Q4 		– Sell
-9,406
Closed -$260K – 227
2018
Q3 		$248K Buy
+9,406
New +$247K 0.02% 236
2018
Q2 		– Sell
-9,432
Closed -$222K – 231
2018
Q1 		$219K Buy
9,432
+204
+2% +$4.74K 0.02% 245
2017
Q4 		$241K Sell
9,228
-9,342
-50% -$248K 0.03% 221
2017
Q3 		$517K Buy
18,570
+9,698
+109% +$292K 0.04% 178
2017
Q2 		$284K Sell
8,872
-460
-5% -$14.6K 0.05% 88
2017
Q1 		$292K Hold
9,332
– – 0.06% 69
2016
Q4 		$277K Sell
9,332
-1,650
-15% -$50.3K 0.05% 63
2016
Q3 		$380K Hold
10,982
– – 0.08% 46
2016
Q2 		$354K Sell
10,982
-66
-0.6% -$2.05K 0.08% 49
2016
Q1 		$328K Sell
11,048
-44
-0.4% -$1.32K 0.07% 46
2015
Q4 		$386K Sell
11,092
-181
-2% -$6.05K 0.07% 41
2015
Q3 		$382K Sell
11,273
-373
-3% -$12.9K 0.07% 34
2015
Q2 		$387K Buy
+11,646
New +$424K 0.06% 39

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Beacon Investment Advisory Services's DOC Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Healthpeak Properties (DOC) stake by 14% in Q2 2026, selling an estimated $9.8K and leaving 3,151 shares worth $67.4K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Beacon Investment Advisory Services first reported a position in DOC in Q2 2015 and has held it in 18 quarters since. The position peaked at $517K in Q3 2017. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Beacon Investment Advisory Services held 3,151 shares of Healthpeak Properties worth $67.4K as of Q2 2026.
  • Beacon Investment Advisory Services sold 525 Healthpeak Properties shares in Q2 2026, an estimated $9.8K.
  • Healthpeak Properties made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #383 holding.
  • Beacon Investment Advisory Services first reported a position in Healthpeak Properties in Q2 2015 and has held it in 18 quarters since.
  • Beacon Investment Advisory Services's Healthpeak Properties position peaked at $517K in Q3 2017.
  • 753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.