CIBC Private Wealth Group
DOC icon

CIBC Private Wealth Group’s Healthpeak Properties DOC Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$70.1K Sell
4,360
-491
-10% -$8.66K ﹤0.01% 1652
2025
Q3 		$92.9K Sell
4,851
-591
-11% -$10.6K ﹤0.01% 1526
2025
Q2 		$95.3K Sell
5,442
-2,379
-30% -$42.3K ﹤0.01% 1409
2025
Q1 		$141K Buy
7,821
+3,228
+70% +$65.3K ﹤0.01% 1211
2024
Q4 		$93.3K Sell
4,593
-580
-11% -$12.6K ﹤0.01% 1446
2024
Q3 		$118K Sell
5,173
-1,762
-25% -$38K ﹤0.01% 1403
2024
Q2 		$136K Sell
6,935
-550
-7% -$10.5K ﹤0.01% 1270
2024
Q1 		$139K Buy
+7,485
New +$136K ﹤0.01% 1260
2022
Q3 		– Sell
-1,050
Closed -$27K – 975
2022
Q2 		$27K Hold
1,050
– – ﹤0.01% 994
2022
Q1 		$36K Sell
1,050
-26,761
-96% -$901K ﹤0.01% 1062
2021
Q4 		$1M Buy
+27,811
New +$959K ﹤0.01% 652
2018
Q3 		– Sell
-701
Closed -$18K – 1146
2018
Q2 		$18K Buy
701
+240
+52% +$5.66K ﹤0.01% 1430
2018
Q1 		$11K Buy
461
+45
+11% +$1.04K ﹤0.01% 1504
2017
Q4 		$11K Buy
+416
New +$11K ﹤0.01% 1518

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CIBC Private Wealth Group's DOC Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Healthpeak Properties (DOC) stake by 10% in Q4 2025, selling an estimated $8.66K and leaving 4,360 shares worth $70.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1652.

CIBC Private Wealth Group first reported a position in DOC in Q4 2017 and has held it in 14 quarters since. The position peaked at $1M in Q4 2021. 768 funds tracked by Wall St. Rank hold DOC as of Q4 2025.

  • CIBC Private Wealth Group held 4,360 shares of Healthpeak Properties worth $70.1K as of Q4 2025.
  • CIBC Private Wealth Group sold 491 Healthpeak Properties shares in Q4 2025, an estimated $8.66K.
  • Healthpeak Properties made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1652 holding.
  • CIBC Private Wealth Group first reported a position in Healthpeak Properties in Q4 2017 and has held it in 14 quarters since.
  • CIBC Private Wealth Group's Healthpeak Properties position peaked at $1M in Q4 2021.
  • 768 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.