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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bruce G. Allen Investments's DOC Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Healthpeak Properties (DOC) stake by 19% in Q1 2026, buying an estimated $20.5K and bringing the position to 7,346 shares worth $121K. The position accounts for 0.08% of the portfolio, ranked #132.

Bruce G. Allen Investments first reported a position in DOC in Q4 2023 and has held it in 10 quarters since. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • Bruce G. Allen Investments held 7,346 shares of Healthpeak Properties worth $121K as of Q1 2026.
  • Bruce G. Allen Investments bought 1,197 Healthpeak Properties shares in Q1 2026, an estimated $20.5K.
  • Healthpeak Properties made up 0.08% of Bruce G. Allen Investments's portfolio in Q1 2026, its #132 holding.
  • Bruce G. Allen Investments first reported a position in Healthpeak Properties in Q4 2023 and has held it in 10 quarters since.
  • 756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.