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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
Q2 		$9.24K Buy
416
+9
+2% +$168 ﹤0.01% 915
2026
Q1 		$6.71K 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 		$1.69K Sell
98
-358
-79% -$6.36K ﹤0.01% 988
2025
Q1 		$8.58K Buy
456
+352
+338% +$7.12K ﹤0.01% 615
2024
Q4 		$2.21K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cornerstone Planning Group's DOC Position: Q2 2026 in Review

Cornerstone Planning Group increased its Healthpeak Properties (DOC) stake by 2.2% in Q2 2026, buying an estimated $168 and bringing the position to 416 shares worth $9.24K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Cornerstone Planning Group first reported a position in DOC in Q4 2022 and has held it in 14 quarters since. The position peaked at $24.5K in Q4 2022. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Cornerstone Planning Group held 416 shares of Healthpeak Properties worth $9.24K as of Q2 2026.
  • Cornerstone Planning Group bought 9 Healthpeak Properties shares in Q2 2026, an estimated $168.
  • Healthpeak Properties made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #915 holding.
  • Cornerstone Planning Group first reported a position in Healthpeak Properties in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Healthpeak Properties position peaked at $24.5K in Q4 2022.
  • 759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.