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CSM Advisors’s Healthpeak Properties DOC Stock Holding History

CSM Advisors’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
Q1 		– Sell
-14,125
Closed -$227K – 418
2025
Q4 		$227K Hold
14,125
– – 0.01% 397
2025
Q3 		$270K Sell
14,125
-570,442
-98% -$10.2M 0.01% 394
2025
Q2 		$10.2M Buy
+584,567
New +$10.4M 0.3% 96

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

CSM Advisors's DOC Position: Q1 2026 in Review

CSM Advisors sold out of Healthpeak Properties (DOC) in Q1 2026, closing a stake of 14,125 shares — an estimated $227K sold.

CSM Advisors first reported a position in DOC in Q2 2025 and held it in 3 quarters. The position peaked at $10.2M in Q2 2025. 760 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • CSM Advisors reported no remaining Healthpeak Properties position as of Q1 2026 after selling out during the quarter.
  • CSM Advisors sold 14,125 Healthpeak Properties shares in Q1 2026, an estimated $227K.
  • CSM Advisors first reported a position in Healthpeak Properties in Q2 2025 and held it in 3 quarters.
  • CSM Advisors's Healthpeak Properties position peaked at $10.2M in Q2 2025.
  • 760 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.