Bleakley Financial Group’s Healthpeak Properties DOC Stock Holding History

Bleakley 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	$249K	Buy	+11,631	New	+$217K	﹤0.01%	913
2025 Q1	–	Sell	-10,570	Closed	-$214K	–	632
2024 Q4	$214K	Buy	10,570 +86	+0.8%	+$1.86K	0.01%	929
2024 Q3	$240K	Sell	10,484 -22,706	-68%	-$489K	0.01%	874
2024 Q2	$651K	Buy	33,190 +1,693	+5%	+$32.3K	0.02%	520
2024 Q1	$591K	Sell	31,497 -875	-3%	-$15.9K	0.02%	564
2023 Q4	$641K	Buy	32,372 +10,161	+46%	+$179K	0.02%	516
2023 Q3	$408K	Sell	22,211 -3,009	-12%	-$61.8K	0.01%	590
2023 Q2	$507K	Sell	25,220 -2,168	-8%	-$45K	0.02%	580
2023 Q1	$602K	Sell	27,388 -2,847	-9%	-$70.6K	0.02%	518
2022 Q4	$758K	Buy	+30,235	New	+$735K	0.03%	441

Other funds holding DOC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

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

Bleakley Financial Group opened a new position in Healthpeak Properties (DOC) in Q2 2026: 11,631 shares worth $249K. The stake represents ﹤0.01% of the portfolio and ranks #913 among its holdings. This is a return to the name: Bleakley Financial Group previously reported a position in DOC as recently as Q4 2024.

Bleakley Financial Group first reported a position in DOC in Q4 2022 and has held it in 10 quarters since. The position peaked at $758K in Q4 2022. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Bleakley Financial Group held 11,631 shares of Healthpeak Properties worth $249K as of Q2 2026.
Healthpeak Properties was a new Bleakley Financial Group position in Q2 2026.
Healthpeak Properties made up ﹤0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #913 holding.
Bleakley Financial Group first reported a position in Healthpeak Properties in Q4 2022 and has held it in 10 quarters since.
Bleakley Financial Group's Healthpeak Properties position peaked at $758K in Q4 2022.
764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.