CI
DOC icon

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
Q2 		$235K Buy
11,003
+633
+6% +$11.8K 0.01% 707
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% +$5.13K ﹤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% +$6.91K ﹤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

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

CX Institutional's DOC Position: Q2 2026 in Review

CX Institutional increased its Healthpeak Properties (DOC) stake by 6.1% in Q2 2026, buying an estimated $11.8K and bringing the position to 11,003 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #707.

CX Institutional first reported a position in DOC in Q4 2018 and has held it in 19 quarters since. 118 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • CX Institutional held 11,003 shares of Healthpeak Properties worth $235K as of Q2 2026.
  • CX Institutional bought 633 Healthpeak Properties shares in Q2 2026, an estimated $11.8K.
  • Healthpeak Properties made up 0.01% of CX Institutional's portfolio in Q2 2026, its #707 holding.
  • CX Institutional first reported a position in Healthpeak Properties in Q4 2018 and has held it in 19 quarters since.
  • 118 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.