JFG
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Jefferies Financial Group’s Healthpeak Properties DOC Stock Holding History

Jefferies Financial Group’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 		– Sell
-38,775
Closed -$624K – 1849
2025
Q4 		$624K Buy
+38,775
New +$684K ﹤0.01% 1263
2025
Q2 		– Sell
-16,704
Closed -$338K – 1420
2025
Q1 		$338K Buy
+16,704
New +$338K ﹤0.01% 1191
2024
Q2 		– Sell
-15,031
Closed -$282K – 1519
2024
Q1 		$282K Buy
+15,031
New +$273K ﹤0.01% 1232
2023
Q4 		– Sell
-30,219
Closed -$555K – 1764
2023
Q3 		$555K Sell
30,219
-76,620
-72% -$1.57M 0.01% 1031
2023
Q2 		$2.15M Buy
+106,839
New +$2.22M 0.02% 635

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Jefferies Financial Group's DOC Position: Q1 2026 in Review

Jefferies Financial Group sold out of Healthpeak Properties (DOC) in Q1 2026, closing a stake of 38,775 shares — an estimated $624K sold.

Jefferies Financial Group first reported a position in DOC in Q2 2023 and held it in 5 quarters. The position peaked at $2.15M in Q2 2023. 760 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • Jefferies Financial Group reported no remaining Healthpeak Properties position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 38,775 Healthpeak Properties shares in Q1 2026, an estimated $624K.
  • Jefferies Financial Group first reported a position in Healthpeak Properties in Q2 2023 and held it in 5 quarters.
  • Jefferies Financial Group's Healthpeak Properties position peaked at $2.15M in Q2 2023.
  • 760 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.