CX Institutional
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CX Institutional’s Healthpeak Properties DOC Stock Holding History

CX Institutional’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 		$234K Buy
11,725
+722
+7% +$15.3K 0.01% 705
2026
Q2 		$235K Buy
11,003
+633
+6% +$11.8K 0.01% 708
2026
Q1 		$170K Buy
10,370
+6,560
+172% +$112K 0.01% 760
2025
Q4 		$61K Sell
3,810
-3,828
-50% -$67.5K ﹤0.01% 938
2025
Q3 		$146K Buy
7,638
+818
+12% +$14.7K ﹤0.01% 767
2025
Q2 		$119K Buy
6,820
+726
+12% +$12.9K ﹤0.01% 738
2025
Q1 		$123K Buy
+6,094
New +$123K ﹤0.01% 711
2022
Q3 		– Sell
-166
Closed -$4K – 628
2022
Q2 		$4K Buy
+166
New +$5.03K ﹤0.01% 1048
2021
Q4 		– Sell
-955
Closed -$32K – 471
2021
Q3 		$32K Buy
955
+50
+6% +$1.77K ﹤0.01% 658
2021
Q2 		$30K Buy
905
+153
+20% +$5.14K ﹤0.01% 660
2021
Q1 		$24K Buy
752
+117
+18% +$3.55K ﹤0.01% 634
2020
Q4 		$19K Buy
635
+318
+100% +$9.25K ﹤0.01% 617
2020
Q3 		$9K Buy
317
+252
+388% +$6.9K ﹤0.01% 681
2020
Q2 		$2K Sell
65
-74
-53% -$1.89K ﹤0.01% 743
2020
Q1 		$3K Sell
139
-3
-2% -$98 ﹤0.01% 607
2019
Q4 		$5K Hold
142
– – ﹤0.01% 540
2019
Q3 		$5K Buy
142
+10
+8% +$338 ﹤0.01% 571
2019
Q2 		$4K Buy
132
+21
+19% +$653 ﹤0.01% 640
2019
Q1 		$3K Buy
111
+92
+484% +$2.8K ﹤0.01% 621
2018
Q4 		$1K Buy
+19
New +$526 ﹤0.01% 482

Other funds holding DOC

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 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
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
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Alpha Omega Wealth Management
Alpha Omega Wealth Management Richmond, Virginia $665M AUM 18.39% 1-Year Est. Return

CX Institutional's DOC Position: Q3 2026 in Review

CX Institutional increased its Healthpeak Properties (DOC) stake by 6.6% in Q3 2026, buying an estimated $15.3K and bringing the position to 11,725 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #705.

CX Institutional first reported a position in DOC in Q4 2018 and has held it in 20 quarters since. The position peaked at $235K in Q2 2026. 173 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

  • CX Institutional held 11,725 shares of Healthpeak Properties worth $234K as of Q3 2026.
  • CX Institutional bought 722 Healthpeak Properties shares in Q3 2026, an estimated $15.3K.
  • Healthpeak Properties made up 0.01% of CX Institutional's portfolio in Q3 2026, its #705 holding.
  • CX Institutional first reported a position in Healthpeak Properties in Q4 2018 and has held it in 20 quarters since.
  • CX Institutional's Healthpeak Properties position peaked at $235K in Q2 2026.
  • 173 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.