DFA
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DHJJ Financial Advisors’s Healthpeak Properties DOC Stock Holding History

DHJJ Financial 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
Q1 		$280 Hold
17
– – ﹤0.01% 962
2025
Q4 		$274 Hold
17
– – ﹤0.01% 923
2025
Q3 		$326 Hold
17
– – ﹤0.01% 873
2025
Q2 		$298 Hold
17
– – ﹤0.01% 859
2025
Q1 		$344 Hold
17
– – ﹤0.01% 790
2024
Q4 		$345 Buy
17
+14
+467% +$303 ﹤0.01% 760
2024
Q3 		$69 Buy
+3
New +$65 ﹤0.01% 855

Other funds holding DOC

BlackRock
BlackRock New York $5.7T 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 $1.47T 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