Skip to main content
Livermore
Livermore
ZHEN

CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

DOC holding history

Healthpeak Properties, Inc. in every 13F filed by CWM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DOC overviewAll 13F holders of DOCFull Q2 2026 holdings

Shares (Q2 2026)
52,685
Value
$1.13M
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of DOC by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202652,685$1.13M<0.1%−99−0.2%ReducedHolders
Q1 202652,784$867.2K0.1%+32,402+159.0%AddedHolders
Q4 202520,382$327.7K<0.1%+4,209+26.0%AddedHolders
Q3 202516,173$309.7K<0.1%−2,961−15.5%ReducedHolders
Q2 202519,134$335.0K<0.1%+3,720+24.1%AddedHolders
Q1 202515,414$311.7K<0.1%+2,599+20.3%AddedHolders
Q4 202412,815$259.8K<0.1%+308+2.5%AddedHolders
Q3 202412,507$286.0K<0.1%−1,098−8.1%ReducedHolders
Q2 202413,605$266.7K<0.1%−27,480−66.9%ReducedHolders
Q1 202441,085$770.3K0.1%+18,818+84.5%AddedHolders
Q4 202322,267$440.9K<0.1%+2,387+12.0%AddedHolders
Q3 202319,880$365.0K<0.1%+282+1.4%AddedHolders
Q2 202319,598$393.9K<0.1%+648+3.4%AddedHolders
Q1 202318,950$416.3K0.1%+3,505+22.7%AddedHolders
Q4 202215,445$387.2K<0.1%+1,305+9.2%AddedHolders
Q3 202214,140$324.0K<0.1%+934+7.1%AddedHolders
Q2 202213,206$342.0K<0.1%+13,206NewHolders
Q3 20210$00.0%−14,334−100.0%Sold outHolders
Q2 202114,334$477.0K0.1%+586+4.3%AddedHolders
Q1 202113,748$436.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.