HHGA
DOC icon

Halbert Hargrove Global Advisors’s Healthpeak Properties DOC Stock Holding History

Halbert Hargrove Global 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 		$117K Hold
5,472
– – 0.01% 142
2026
Q1 		$89.9K Hold
5,472
– – ﹤0.01% 152
2025
Q4 		$88K Sell
5,472
-2,528
-32% -$44.6K ﹤0.01% 147
2025
Q3 		$153K Buy
+8,000
New +$143K 0.01% 116
2025
Q2 		– Sell
-33
Closed -$661 – 403
2025
Q1 		$661 Buy
+33
New +$667 ﹤0.01% 477

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 $3.37T AUM 44.26% 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

Halbert Hargrove Global Advisors's DOC Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its Healthpeak Properties (DOC) position steady in Q2 2026 at 5,472 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #142.

Halbert Hargrove Global Advisors first reported a position in DOC in Q1 2025 and has held it in 5 quarters since. The position peaked at $153K in Q3 2025. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Halbert Hargrove Global Advisors held 5,472 shares of Healthpeak Properties worth $117K as of Q2 2026.
  • Halbert Hargrove Global Advisors left its Healthpeak Properties share count unchanged in Q2 2026.
  • Healthpeak Properties made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #142 holding.
  • Halbert Hargrove Global Advisors first reported a position in Healthpeak Properties in Q1 2025 and has held it in 5 quarters since.
  • Halbert Hargrove Global Advisors's Healthpeak Properties position peaked at $153K in Q3 2025.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.