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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
Q3 		$23.6K Hold
1,184
– – 0.01% 566
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

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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

Cromwell Holdings's DOC Position: Q3 2026 in Review

Cromwell Holdings held its Healthpeak Properties (DOC) position steady in Q3 2026 at 1,184 shares worth $23.6K. The position accounts for 0.01% of the portfolio, ranked #566.

Cromwell Holdings first reported a position in DOC in Q2 2024 and has held it in 10 quarters since. The position peaked at $52.1K in Q3 2024. 233 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

  • Cromwell Holdings held 1,184 shares of Healthpeak Properties worth $23.6K as of Q3 2026.
  • Cromwell Holdings left its Healthpeak Properties share count unchanged in Q3 2026.
  • Healthpeak Properties made up 0.01% of Cromwell Holdings's portfolio in Q3 2026, its #566 holding.
  • Cromwell Holdings first reported a position in Healthpeak Properties in Q2 2024 and has held it in 10 quarters since.
  • Cromwell Holdings's Healthpeak Properties position peaked at $52.1K in Q3 2024.
  • 233 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on Cromwell Holdings's 13F filing for Q3 2026, filed 28 Oct 2026.