BGAI
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Bruce G. Allen Investments’s Healthpeak Properties DOC Stock Holding History

Bruce G. Allen Investments’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 		$153K Sell
7,163
-183
-2% -$3.42K 0.1% 99
2026
Q1 		$121K Buy
7,346
+1,197
+19% +$20.5K 0.08% 132
2025
Q4 		$98.9K Buy
6,149
+1,709
+38% +$30.1K 0.07% 160
2025
Q3 		$85K Hold
4,440
– – 0.06% 186
2025
Q2 		$77.7K Buy
4,440
+3,696
+497% +$65.6K 0.06% 193
2025
Q1 		$15K Sell
744
-129
-15% -$2.61K 0.01% 415
2024
Q4 		$17.7K Hold
873
– – 0.01% 398
2024
Q3 		$20K Hold
873
– – 0.02% 385
2024
Q2 		$17.1K Sell
873
-34
-4% -$649 0.01% 387
2024
Q1 		$17K Sell
907
-401
-31% -$7.29K 0.01% 398
2023
Q4 		$25.9K Buy
+1,308
New +$23K 0.02% 344

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

Bruce G. Allen Investments's DOC Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Healthpeak Properties (DOC) stake by 2.5% in Q2 2026, selling an estimated $3.42K and leaving 7,163 shares worth $153K. The position accounts for 0.1% of the portfolio, ranked #99.

Bruce G. Allen Investments first reported a position in DOC in Q4 2023 and has held it in 11 quarters since. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Bruce G. Allen Investments held 7,163 shares of Healthpeak Properties worth $153K as of Q2 2026.
  • Bruce G. Allen Investments sold 183 Healthpeak Properties shares in Q2 2026, an estimated $3.42K.
  • Healthpeak Properties made up 0.1% of Bruce G. Allen Investments's portfolio in Q2 2026, its #99 holding.
  • Bruce G. Allen Investments first reported a position in Healthpeak Properties in Q4 2023 and has held it in 11 quarters since.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.