COLDSTREAM CAPITAL MANAGEMENT INC
Position in DOC — Healthpeak Properties, Inc.
CIK 1082339
BELLEVUE, WA
Position in DOC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$466,134
+$55,253 QoQ
Shares Held
21,782
-12.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#415
of 750 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $7,104,634 across 8 REIT - Healthcare Facilities names. DOC ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
13,091 | $2,971,264 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
47,475 | $2,263,608 | |
| 3 | VTR |
Ventas, Inc.
|
7,138 | $633,854 | |
| 4 | DOC |
Healthpeak Properties, Inc.
This page
|
21,782 | $466,134 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
7,755 | $312,914 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
13,227 | $266,788 | |
| 7 | DHC |
Diversified Healthcare Trust
|
10,739 | $99,872 | |
| 8 | MPT |
Medical Properties Trust Inc
|
19,524 | $90,200 |
All Filings in DOC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,134 | 21,782 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $410,881 | 25,008 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $374,342 | 23,280 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $663,470 | 34,646 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $519,626 | 29,676 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $707,578 | 34,994 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $666,497 | 32,881 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $765,161 | 33,457 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $586,098 | 29,903 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $522,075 | 27,844 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $287,951 | 14,543 | Shares | Sole | 2024-02-09 | |
| 2023-03-31 | $208,561 | 9,493 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $290,385 | 11,583 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $204,378 | 7,888 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $244,532 | 7,123 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $292,906 | 8,116 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||