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 Q2	$393K	Sell	18,356 -11,016	-38%	-$206K	0.14%	176
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Custom Index Systems's DOC Position: Q2 2026 in Review

Custom Index Systems reduced its Healthpeak Properties (DOC) stake by 38% in Q2 2026, selling an estimated $206K and leaving 18,356 shares worth $393K. The position accounts for 0.14% of the portfolio, ranked #176.

Custom Index Systems first reported a position in DOC in Q1 2024 and has held it in 8 quarters since. The position peaked at $483K in Q1 2026. 759 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Custom Index Systems held 18,356 shares of Healthpeak Properties worth $393K as of Q2 2026.
Custom Index Systems sold 11,016 Healthpeak Properties shares in Q2 2026, an estimated $206K.
Healthpeak Properties made up 0.14% of Custom Index Systems's portfolio in Q2 2026, its #176 holding.
Custom Index Systems first reported a position in Healthpeak Properties in Q1 2024 and has held it in 8 quarters since.
Custom Index Systems's Healthpeak Properties position peaked at $483K in Q1 2026.
759 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.