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Glass Jacobson Investment Advisors’s Healthpeak Properties DOC Stock Holding History

Glass Jacobson 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 		$10K Hold
468
– – ﹤0.01% 464
2026
Q1 		$7.69K Hold
468
– – ﹤0.01% 476
2025
Q4 		$7.53K Hold
468
– – ﹤0.01% 470
2025
Q3 		$8.96K Hold
468
– – ﹤0.01% 459
2025
Q2 		$8.2K Sell
468
-524
-53% -$9.31K ﹤0.01% 443
2025
Q1 		$20.1K Hold
992
– – 0.01% 505
2024
Q4 		$20.1K Buy
992
+7
+0.7% +$152 0.01% 505
2024
Q3 		$22.5K Buy
985
+7
+0.7% +$151 0.01% 476
2024
Q2 		$19.2K Buy
978
+306
+46% +$5.84K 0.01% 489
2024
Q1 		$12.6K Buy
672
+204
+44% +$3.71K ﹤0.01% 532
2023
Q4 		$9.27K Hold
468
– – ﹤0.01% 528
2023
Q3 		$8.59K Hold
468
– – ﹤0.01% 512
2023
Q2 		$9.41K Buy
+468
New +$9.72K ﹤0.01% 510
2022
Q4 		$11.7K Buy
+468
New +$11.4K 0.01% 498

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

Glass Jacobson Investment Advisors's DOC Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its Healthpeak Properties (DOC) position steady in Q2 2026 at 468 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Glass Jacobson Investment Advisors first reported a position in DOC in Q4 2022 and has held it in 14 quarters since. The position peaked at $22.5K in Q3 2024. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Glass Jacobson Investment Advisors held 468 shares of Healthpeak Properties worth $10K as of Q2 2026.
  • Glass Jacobson Investment Advisors left its Healthpeak Properties share count unchanged in Q2 2026.
  • Healthpeak Properties made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #464 holding.
  • Glass Jacobson Investment Advisors first reported a position in Healthpeak Properties in Q4 2022 and has held it in 14 quarters since.
  • Glass Jacobson Investment Advisors's Healthpeak Properties position peaked at $22.5K in Q3 2024.
  • 764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.