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Cromwell Holdings’s Healthpeak Properties DOC Stock Holding History

Cromwell Holdings’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 		$25.3K Buy
1,184
+543
+85% +$10.1K 0.01% 559
2026
Q1 		$10.5K Sell
641
-608
-49% -$10.4K 0.01% 584
2025
Q4 		$20.1K Buy
1,249
+580
+87% +$10.2K 0.01% 565
2025
Q3 		$12.8K Sell
669
-1,714
-72% -$30.7K 0.01% 597
2025
Q2 		$41.7K Buy
2,383
+57
+2% +$1.01K 0.03% 491
2025
Q1 		$47K Buy
2,326
+46
+2% +$930 0.03% 464
2024
Q4 		$46.2K Hold
2,280
– – 0.03% 474
2024
Q3 		$52.1K Hold
2,280
– – 0.03% 445
2024
Q2 		$44.7K Buy
+2,280
New +$43.5K 0.03% 461

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cromwell Holdings's DOC Position: Q2 2026 in Review

Cromwell Holdings increased its Healthpeak Properties (DOC) stake by 85% in Q2 2026, buying an estimated $10.1K and bringing the position to 1,184 shares worth $25.3K. The position accounts for 0.01% of the portfolio, ranked #559.

Cromwell Holdings first reported a position in DOC in Q2 2024 and has held it in 9 quarters since. The position peaked at $52.1K in Q3 2024. 128 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Cromwell Holdings held 1,184 shares of Healthpeak Properties worth $25.3K as of Q2 2026.
  • Cromwell Holdings bought 543 Healthpeak Properties shares in Q2 2026, an estimated $10.1K.
  • Healthpeak Properties made up 0.01% of Cromwell Holdings's portfolio in Q2 2026, its #559 holding.
  • Cromwell Holdings first reported a position in Healthpeak Properties in Q2 2024 and has held it in 9 quarters since.
  • Cromwell Holdings's Healthpeak Properties position peaked at $52.1K in Q3 2024.
  • 128 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.