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Bell Investment Advisors’s Healthpeak Properties DOC Stock Holding History

Bell Investment 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 		$7.21K Buy
337
+53
+19% +$989 ﹤0.01% 827
2026
Q1 		$4.67K Hold
284
– – ﹤0.01% 990
2025
Q4 		$4.57K Sell
284
-239
-46% -$4.21K ﹤0.01% 1007
2025
Q3 		$10K Sell
523
-80
-13% -$1.43K ﹤0.01% 645
2025
Q2 		$10.6K Sell
603
-26
-4% -$462 ﹤0.01% 652
2025
Q1 		$12.7K Hold
629
– – ﹤0.01% 513
2024
Q4 		$12.8K Hold
629
– – ﹤0.01% 513
2024
Q3 		$14.4K Hold
629
– – ﹤0.01% 485
2024
Q2 		$12.3K Buy
629
+56
+10% +$1.07K ﹤0.01% 533
2024
Q1 		$10.7K Buy
573
+53
+10% +$963 ﹤0.01% 559
2023
Q4 		$10.3K Buy
520
+217
+72% +$3.82K ﹤0.01% 548
2023
Q3 		$5.56K Sell
303
-36
-11% -$739 ﹤0.01% 751
2023
Q2 		$6.81K Sell
339
-192
-36% -$3.99K ﹤0.01% 670
2023
Q1 		$11.7K Buy
531
+7
+1% +$174 ﹤0.01% 438
2022
Q4 		$13.1K Buy
524
+18
+4% +$438 ﹤0.01% 401
2022
Q3 		$12K Buy
506
+444
+716% +$11.7K ﹤0.01% 363
2022
Q2 		$2K Buy
+62
New +$1.88K ﹤0.01% 1128
2021
Q4 		$9K Sell
244
-21
-8% -$724 ﹤0.01% 516
2021
Q3 		$9K Buy
+265
New +$9.38K ﹤0.01% 477

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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

Bell Investment Advisors's DOC Position: Q2 2026 in Review

Bell Investment Advisors increased its Healthpeak Properties (DOC) stake by 19% in Q2 2026, buying an estimated $989 and bringing the position to 337 shares worth $7.21K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Bell Investment Advisors first reported a position in DOC in Q3 2021 and has held it in 19 quarters since. The position peaked at $14.4K in Q3 2024. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Bell Investment Advisors held 337 shares of Healthpeak Properties worth $7.21K as of Q2 2026.
  • Bell Investment Advisors bought 53 Healthpeak Properties shares in Q2 2026, an estimated $989.
  • Healthpeak Properties made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #827 holding.
  • Bell Investment Advisors first reported a position in Healthpeak Properties in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Healthpeak Properties position peaked at $14.4K in Q3 2024.
  • 764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.