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Beacon Pointe Advisors’s Healthpeak Properties DOC Stock Holding History

Beacon Pointe Advisors’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 		$289K Sell
13,519
-5,831
-30% -$109K ﹤0.01% 1628
2026
Q1 		$318K Buy
19,350
+2,488
+15% +$42.6K ﹤0.01% 1504
2025
Q4 		$271K Sell
16,862
-262
-2% -$4.62K ﹤0.01% 1312
2025
Q3 		$328K Buy
17,124
+1,319
+8% +$23.7K ﹤0.01% 1147
2025
Q2 		$277K Sell
15,805
-2,812
-15% -$49.9K ﹤0.01% 1080
2025
Q1 		$376K Sell
18,617
-192
-1% -$3.88K ﹤0.01% 939
2024
Q4 		$381K Sell
18,809
-1,504
-7% -$32.6K ﹤0.01% 921
2024
Q3 		$465K Sell
20,313
-1,566
-7% -$33.8K 0.01% 879
2024
Q2 		$429K Sell
21,879
-204
-0.9% -$3.9K 0.01% 927
2024
Q1 		$414K Sell
22,083
-357
-2% -$6.49K ﹤0.01% 989
2023
Q4 		$444K Buy
22,440
+75
+0.3% +$1.32K 0.01% 939
2023
Q3 		$411K Buy
+22,365
New +$459K 0.01% 950
2023
Q2 		– Sell
-22,008
Closed -$484K – 1104
2023
Q1 		$484K Buy
+22,008
New +$546K 0.01% 770
2022
Q2 		– Sell
-7,260
Closed -$249K – 1084
2022
Q1 		$249K Buy
+7,260
New +$245K ﹤0.01% 1046

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 Pointe Advisors's DOC Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Healthpeak Properties (DOC) stake by 30% in Q2 2026, selling an estimated $109K and leaving 13,519 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

Beacon Pointe Advisors first reported a position in DOC in Q1 2022 and has held it in 14 quarters since. The position peaked at $484K in Q1 2023. 757 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Beacon Pointe Advisors held 13,519 shares of Healthpeak Properties worth $289K as of Q2 2026.
  • Beacon Pointe Advisors sold 5,831 Healthpeak Properties shares in Q2 2026, an estimated $109K.
  • Healthpeak Properties made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1628 holding.
  • Beacon Pointe Advisors first reported a position in Healthpeak Properties in Q1 2022 and has held it in 14 quarters since.
  • Beacon Pointe Advisors's Healthpeak Properties position peaked at $484K in Q1 2023.
  • 757 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.