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Custom Index Systems’s Healthpeak Properties DOC Stock Holding History

Custom Index Systems’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 		$483K Buy
29,372
+728
+3% +$12.5K 0.21% 134
2025
Q4 		$461K Buy
28,644
+6,391
+29% +$113K 0.2% 140
2025
Q3 		$426K Buy
22,253
+2,421
+12% +$43.4K 0.13% 183
2025
Q2 		$347K Buy
19,832
+3,786
+24% +$67.2K 0.17% 174
2025
Q1 		$324K Buy
+16,046
New +$325K 0.16% 193
2024
Q3 		– Sell
-12,218
Closed -$239K – 251
2024
Q2 		$239K Sell
12,218
-119
-1% -$2.27K 0.14% 209
2024
Q1 		$231K Buy
+12,337
New +$224K 0.13% 221

Other funds holding DOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Custom Index Systems's DOC Position: Q1 2026 in Review

Custom Index Systems increased its Healthpeak Properties (DOC) stake by 2.5% in Q1 2026, buying an estimated $12.5K and bringing the position to 29,372 shares worth $483K. The position accounts for 0.21% of the portfolio, ranked #134.

Custom Index Systems first reported a position in DOC in Q1 2024 and has held it in 7 quarters since. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • Custom Index Systems held 29,372 shares of Healthpeak Properties worth $483K as of Q1 2026.
  • Custom Index Systems bought 728 Healthpeak Properties shares in Q1 2026, an estimated $12.5K.
  • Healthpeak Properties made up 0.21% of Custom Index Systems's portfolio in Q1 2026, its #134 holding.
  • Custom Index Systems first reported a position in Healthpeak Properties in Q1 2024 and has held it in 7 quarters since.
  • 756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.