Dumont & Blake Investment Advisors’s Healthpeak Properties DOC Stock Holding History

Dumont & Blake Investment 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	$426K	Sell	19,893 -206	-1%	-$3.84K	0.1%	148
2026 Q1	$330K	Sell	20,099 -240	-1%	-$4.11K	0.08%	157
2025 Q4	$327K	Sell	20,339 -1,323	-6%	-$23.3K	0.08%	158
2025 Q3	$415K	Sell	21,662 -148	-0.7%	-$2.65K	0.1%	150
2025 Q2	$382K	Buy	21,810 +134	+0.6%	+$2.38K	0.1%	152
2025 Q1	$438K	Buy	21,676 +136	+0.6%	+$2.75K	0.12%	142
2024 Q4	$437K	Sell	21,540 -46	-0.2%	-$997	0.12%	144
2024 Q3	$494K	Sell	21,586 -20,482	-49%	-$441K	0.13%	138
2024 Q2	$825K	Buy	42,068 +21,045	+100%	+$402K	0.12%	146
2024 Q1	$394K	Buy	+21,023	New	+$382K	0.11%	151

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

Dumont & Blake Investment Advisors's DOC Position: Q2 2026 in Review

Dumont & Blake Investment Advisors reduced its Healthpeak Properties (DOC) stake by 1% in Q2 2026, selling an estimated $3.84K and leaving 19,893 shares worth $426K. The position accounts for 0.1% of the portfolio, ranked #148.

Dumont & Blake Investment Advisors first reported a position in DOC in Q1 2024 and has held it in 10 quarters since. The position peaked at $825K in Q2 2024. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Dumont & Blake Investment Advisors held 19,893 shares of Healthpeak Properties worth $426K as of Q2 2026.
Dumont & Blake Investment Advisors sold 206 Healthpeak Properties shares in Q2 2026, an estimated $3.84K.
Healthpeak Properties made up 0.1% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #148 holding.
Dumont & Blake Investment Advisors first reported a position in Healthpeak Properties in Q1 2024 and has held it in 10 quarters since.
Dumont & Blake Investment Advisors's Healthpeak Properties position peaked at $825K in Q2 2024.
764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.