CFSG
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Community Financial Services Group’s Healthpeak Properties DOC Stock Holding History

Community Financial Services 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
Q2 		$10.8K Hold
500
– – ﹤0.01% 375
2026
Q1 		$8.19K Buy
+500
New +$8.57K ﹤0.01% 341

Other funds holding DOC

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

Community Financial Services Group's DOC Position: Q2 2026 in Review

Community Financial Services Group held its Healthpeak Properties (DOC) position steady in Q2 2026 at 500 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Community Financial Services Group first reported a position in DOC in Q1 2026 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Community Financial Services Group held 500 shares of Healthpeak Properties worth $10.8K as of Q2 2026.
  • Community Financial Services Group left its Healthpeak Properties share count unchanged in Q2 2026.
  • Healthpeak Properties made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #375 holding.
  • Community Financial Services Group first reported a position in Healthpeak Properties in Q1 2026 and has held it in 2 quarters since.
  • 140 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.