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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return