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
Q3 		$13.6K Buy
700
+200
+40% +$4.24K ﹤0.01% 361
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

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
1834 Investment Advisors
1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

Community Financial Services Group's DOC Position: Q3 2026 in Review

Community Financial Services Group increased its Healthpeak Properties (DOC) stake by 40% in Q3 2026, buying an estimated $4.24K and bringing the position to 700 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Community Financial Services Group first reported a position in DOC in Q1 2026 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

  • Community Financial Services Group held 700 shares of Healthpeak Properties worth $13.6K as of Q3 2026.
  • Community Financial Services Group bought 200 Healthpeak Properties shares in Q3 2026, an estimated $4.24K.
  • Healthpeak Properties made up ﹤0.01% of Community Financial Services Group's portfolio in Q3 2026, its #361 holding.
  • Community Financial Services Group first reported a position in Healthpeak Properties in Q1 2026 and has held it in 3 quarters since.
  • 139 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on Community Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.