Jones Financial Companies
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Jones Financial Companies’s Healthpeak Properties DOC Stock Holding History

Jones Financial Companies’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 		$5.68M Buy
263,547
+25,445
+11% +$475K ﹤0.01% 1137
2026
Q1 		$3.95M Buy
238,102
+202,708
+573% +$3.47M ﹤0.01% 1165
2025
Q4 		$569K Buy
35,394
+8,746
+33% +$154K ﹤0.01% 1459
2025
Q3 		$505K Buy
26,648
+4,386
+20% +$78.6K ﹤0.01% 1395
2025
Q2 		$386K Buy
22,262
+7,535
+51% +$134K ﹤0.01% 1382
2025
Q1 		$297K Buy
14,727
+2,764
+23% +$55.9K ﹤0.01% 1336
2024
Q4 		$242K Buy
11,963
+2,118
+22% +$45.9K ﹤0.01% 1266
2024
Q3 		$223K Buy
9,845
+5,596
+132% +$121K ﹤0.01% 1095
2024
Q2 		$83.3K Buy
+4,249
New +$81.1K ﹤0.01% 1101
2021
Q2 		– Sell
-402
Closed -$13K – 666
2021
Q1 		$13K Hold
402
– – ﹤0.01% 506
2020
Q4 		$12K Buy
+402
New +$11.7K ﹤0.01% 412
2013
Q3 		– Sell
-3,454
Closed -$143K – 741
2013
Q2 		$143K Buy
+3,454
New +$158K ﹤0.01% 223

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

Jones Financial Companies's DOC Position: Q2 2026 in Review

Jones Financial Companies increased its Healthpeak Properties (DOC) stake by 11% in Q2 2026, buying an estimated $475K and bringing the position to 263,547 shares worth $5.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Jones Financial Companies first reported a position in DOC in Q2 2013 and has held it in 12 quarters since. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Jones Financial Companies held 263,547 shares of Healthpeak Properties worth $5.68M as of Q2 2026.
  • Jones Financial Companies bought 25,445 Healthpeak Properties shares in Q2 2026, an estimated $475K.
  • Healthpeak Properties made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1137 holding.
  • Jones Financial Companies first reported a position in Healthpeak Properties in Q2 2013 and has held it in 12 quarters since.
  • 764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.