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
Q2 		$364 Hold
17
– – ﹤0.01% 936
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 $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 $3.38T AUM 44.17% 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

DHJJ Financial Advisors's DOC Position: Q2 2026 in Review

DHJJ Financial Advisors held its Healthpeak Properties (DOC) position steady in Q2 2026 at 17 shares worth $364. The position accounts for ﹤0.01% of the portfolio, ranked #936.

DHJJ Financial Advisors first reported a position in DOC in Q3 2024 and has held it in 8 quarters since. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • DHJJ Financial Advisors held 17 shares of Healthpeak Properties worth $364 as of Q2 2026.
  • DHJJ Financial Advisors left its Healthpeak Properties share count unchanged in Q2 2026.
  • Healthpeak Properties made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #936 holding.
  • DHJJ Financial Advisors first reported a position in Healthpeak Properties in Q3 2024 and has held it in 8 quarters since.
  • 764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.