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Benjamin Edwards Inc’s Healthpeak Properties DOC Stock Holding History

Benjamin Edwards Inc’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 		$305K Buy
14,246
+816
+6% +$15.2K ﹤0.01% 1228
2026
Q1 		$221K Buy
13,430
+1,187
+10% +$20.3K ﹤0.01% 1277
2025
Q4 		$197K Sell
12,243
-4,851
-28% -$85.5K ﹤0.01% 1274
2025
Q3 		$327K Buy
17,094
+241
+1% +$4.32K ﹤0.01% 1071
2025
Q2 		$295K Sell
16,853
-16,950
-50% -$301K ﹤0.01% 997
2025
Q1 		$684K Buy
33,803
+1,103
+3% +$22.3K 0.01% 700
2024
Q4 		$663K Buy
32,700
+6,141
+23% +$133K 0.01% 738
2024
Q3 		$607K Buy
26,559
+23,991
+934% +$517K 0.01% 735
2024
Q2 		$50K Buy
2,568
+51
+2% +$974 0.01% 499
2024
Q1 		$47K Sell
2,517
-3,392
-57% -$61.6K 0.01% 491
2023
Q4 		$117K Sell
5,909
-235
-4% -$4.13K 0.03% 398
2023
Q3 		$113K Sell
6,144
-368
-6% -$7.56K 0.03% 372
2023
Q2 		$131K Buy
6,512
+5
+0.1% +$104 0.03% 342
2023
Q1 		$143K Buy
6,507
+1,174
+22% +$29.1K 0.03% 322
2022
Q4 		$134K Buy
5,333
+417
+8% +$10.1K 0.04% 321
2022
Q3 		$113K Buy
4,916
+434
+10% +$11.5K 0.03% 326
2022
Q2 		$116K Buy
4,482
+882
+25% +$26.7K 0.03% 324
2022
Q1 		$124K Buy
+3,600
New +$121K 0.04% 331

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

Benjamin Edwards Inc's DOC Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Healthpeak Properties (DOC) stake by 6.1% in Q2 2026, buying an estimated $15.2K and bringing the position to 14,246 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Benjamin Edwards Inc first reported a position in DOC in Q1 2022 and has held it in 18 quarters since. The position peaked at $684K in Q1 2025. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Benjamin Edwards Inc held 14,246 shares of Healthpeak Properties worth $305K as of Q2 2026.
  • Benjamin Edwards Inc bought 816 Healthpeak Properties shares in Q2 2026, an estimated $15.2K.
  • Healthpeak Properties made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1228 holding.
  • Benjamin Edwards Inc first reported a position in Healthpeak Properties in Q1 2022 and has held it in 18 quarters since.
  • Benjamin Edwards Inc's Healthpeak Properties position peaked at $684K in Q1 2025.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.