Cedar Mountain Advisors
DOC icon

Cedar Mountain Advisors’s Healthpeak Properties DOC Stock Holding History

Cedar Mountain 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
Q3 		$9.07K Hold
454
– – ﹤0.01% 484
2026
Q2 		$9.7K Sell
454
-12
-3% -$224 ﹤0.01% 502
2026
Q1 		$7.66K Hold
466
– – ﹤0.01% 531
2025
Q4 		$7.49K Hold
466
– – ﹤0.01% 270
2025
Q3 		$8.92K Buy
+466
New +$8.36K ﹤0.01% 266

Other funds holding DOC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Cedar Mountain Advisors's DOC Position: Q3 2026 in Review

Cedar Mountain Advisors held its Healthpeak Properties (DOC) position steady in Q3 2026 at 454 shares worth $9.07K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Cedar Mountain Advisors first reported a position in DOC in Q3 2025 and has held it in 5 quarters since. The position peaked at $9.7K in Q2 2026. 647 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

  • Cedar Mountain Advisors held 454 shares of Healthpeak Properties worth $9.07K as of Q3 2026.
  • Cedar Mountain Advisors left its Healthpeak Properties share count unchanged in Q3 2026.
  • Healthpeak Properties made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #484 holding.
  • Cedar Mountain Advisors first reported a position in Healthpeak Properties in Q3 2025 and has held it in 5 quarters since.
  • Cedar Mountain Advisors's Healthpeak Properties position peaked at $9.7K in Q2 2026.
  • 647 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.