Cornerstone Planning Group
DOC icon

Cornerstone Planning Group’s Healthpeak Properties DOC Stock Holding History

Cornerstone Planning 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 		– Sell
-416
Closed -$9.24K – 565
2026
Q2 		$9.24K Buy
416
+9
+2% +$168 ﹤0.01% 915
2026
Q1 		$6.7K Buy
407
+146
+56% +$2.5K ﹤0.01% 1014
2025
Q4 		$4.48K Sell
261
-74
-22% -$1.3K ﹤0.01% 1019
2025
Q3 		$5.89K Buy
335
+237
+242% +$4.25K ﹤0.01% 910
2025
Q2 		$1.68K Sell
98
-358
-79% -$6.36K ﹤0.01% 988
2025
Q1 		$8.58K Buy
456
+352
+338% +$7.12K ﹤0.01% 615
2024
Q4 		$2.2K Buy
104
+35
+51% +$758 ﹤0.01% 774
2024
Q3 		$1.55K Hold
69
– – ﹤0.01% 838
2024
Q2 		$1.43K Sell
69
-123
-64% -$2.35K ﹤0.01% 862
2024
Q1 		$3.64K Sell
192
-94
-33% -$1.71K ﹤0.01% 570
2023
Q4 		$5.66K Sell
286
-27
-9% -$475 ﹤0.01% 511
2023
Q3 		$5.75K Sell
313
-397
-56% -$8.15K ﹤0.01% 508
2023
Q2 		$14.3K Buy
+710
New +$14.7K 0.01% 529
2022
Q4 		$24.5K Buy
+919
New +$22.3K 0.01% 404

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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
Alpha Omega Wealth Management
Alpha Omega Wealth Management Richmond, Virginia $665M AUM 18.39% 1-Year Est. Return

Cornerstone Planning Group's DOC Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Healthpeak Properties (DOC) in Q3 2026, closing a stake of 416 shares — an estimated $9.24K sold.

Cornerstone Planning Group first reported a position in DOC in Q4 2022 and held it in 14 quarters. The position peaked at $24.5K in Q4 2022. 173 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Healthpeak Properties position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 416 Healthpeak Properties shares in Q3 2026, an estimated $9.24K.
  • Cornerstone Planning Group first reported a position in Healthpeak Properties in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Healthpeak Properties position peaked at $24.5K in Q4 2022.
  • 173 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.