Advisors Asset Management, Inc.
Position in DOC — Healthpeak Properties, Inc.
CIK 1297376
Monument, CO
Position in DOC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,618,011
+$1,373,225 QoQ
Shares Held
122,337
+61.5% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#238
of 749 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Advisors Asset Management, Inc. holds $29,717,012 across 7 REIT - Healthcare Facilities names. DOC ranks #5 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
52,334 | $11,878,247 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
159,567 | $7,608,154 | |
| 3 | SBRA |
Sabra Health Care REIT, Inc.
|
174,647 | $3,407,362 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
78,259 | $3,157,750 | |
| 5 | DOC |
Healthpeak Properties, Inc.
This page
|
122,337 | $2,618,011 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
39,186 | $790,381 | |
| 7 | MPT |
Medical Properties Trust Inc
|
55,651 | $257,107 |
All Filings in DOC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,618,011 | 122,337 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,244,786 | 75,763 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $553,425 | 34,417 | Shares | Sole | 2026-02-12 | |
| 2025-06-30 | $13,412 | 766 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $19,916 | 985 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $474,155 | 23,392 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $916,675 | 40,082 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,180,331 | 60,221 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,559,287 | 83,162 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $181,546 | 9,169 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $202,437 | 11,026 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $790,372 | 39,322 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $926,694 | 42,180 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,749,484 | 69,784 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,720,948 | 75,085 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,987,867 | 76,722 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,557,790 | 74,506 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $2,488,622 | 68,956 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,828,945 | 54,628 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,183,958 | 35,565 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $662,953 | 20,887 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $187,335 | 6,197 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $227,462 | 8,378 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $321,955 | 11,682 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||