O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Position in DOC — Healthpeak Properties, Inc.
CIK 1423442
Stamford, CT
Position in DOC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$533,865
+$148,812 QoQ
Shares Held
24,947
+6.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#398
of 750 holders
Holding Since
Mar 2020
19 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, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $42,156,757 across 9 REIT - Healthcare Facilities names. DOC ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
116,099 | $26,350,990 | |
| 2 | VTR |
Ventas, Inc.
|
135,317 | $12,016,149 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
40,027 | $1,908,487 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
15,218 | $614,046 | |
| 5 | DOC |
Healthpeak Properties, Inc.
This page
|
24,947 | $533,865 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
15,097 | $304,506 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
10,411 | $203,118 | |
| 8 | DHC |
Diversified Healthcare Trust
|
16,063 | $149,385 |
All Filings in DOC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $533,865 | 24,947 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $385,053 | 23,436 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $511,247 | 31,794 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $709,162 | 37,032 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $633,774 | 36,195 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,540,501 | 76,187 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,498,601 | 73,932 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,744,043 | 76,259 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,111,927 | 56,731 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $661,856 | 35,299 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,674,327 | 84,562 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,929,342 | 105,084 | Shares | Sole | 2023-11-13 | |
| 2021-09-30 | $79,481 | 2,374 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $66,180 | 1,988 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $46,721 | 1,472 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $39,208 | 1,297 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $21,312 | 785 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $17,941 | 651 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $977 | 41 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||