CX Institutional

Position in DOC — Healthpeak Properties, Inc.

CIK 1737089 AUBURN, IN

Position in DOC

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$235,464

+$65,085 QoQ

Shares Held

11,003

+6.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#520

of 749 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

CX Institutional holds $2,359,260 across 9 REIT - Healthcare Facilities names. DOC ranks #4 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	5,219	$1,184,556
2	HR	Healthcare Realty Trust Inc	19,813	$399,628
3	VTR	Ventas, Inc.	3,692	$327,849
4	DOC	Healthpeak Properties, Inc. This page	11,003	$235,464
5	AHR	American Healthcare REIT, Inc.	3,556	$185,445
6	OHI	Omega Healthcare Investors Inc	282	$13,445
7	SILA	Sila Realty Trust, Inc.	351	$10,656
8	SBRA	Sabra Health Care REIT, Inc.	62	$1,209

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$235,464	11,003	+6.1%	Shares	Sole	2026-07-02
2026-03-31	$170,379	10,370	+172.2%	Shares	Sole	2026-04-06
2025-12-31	$61,264	3,810	-50.1%	Shares	Sole	2026-02-02
2025-09-30	$146,267	7,638	+12.0%	Shares	Sole	2025-10-23
2025-06-30	$119,418	6,820	+11.9%	Shares	Sole	2025-07-16
2025-03-31	$123,220	6,094	+3571.1%	Shares	Sole	2025-04-15
2022-06-30	$4,301	166	-82.6%	Shares	Sole	2022-08-02
2021-09-30	$31,973	955	+5.5%	Shares	Sole	2021-11-10
2021-06-30	$30,127	905	+20.3%	Shares	Sole	2021-08-04
2021-03-31	$23,868	752	+18.4%	Shares	Sole	2021-04-15
2020-12-31	$19,196	635	+100.3%	Shares	Sole	2021-01-12
2020-09-30	$8,606	317	+387.7%	Shares	Sole	2020-10-13
2020-06-30	$1,791	65	-53.2%	Shares	Sole	2020-08-06
2020-03-31	$3,315	139	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.