Plante Moran Financial Advisors, LLC

Position in DOC — Healthpeak Properties, Inc.

CIK 1424717 SOUTHFIELD, MI

Position in DOC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$34,454

+$8,002 QoQ

Shares Held

1,610

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#606

of 750 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Plante Moran Financial Advisors, LLC holds $54,296 across 6 REIT - Healthcare Facilities names. DOC ranks #1 (63.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DOC	Healthpeak Properties, Inc. This page	1,610	$34,454
2	OHI	Omega Healthcare Investors Inc	366	$17,450
3	WELL	Welltower Inc.	6	$1,361
4	MPT	Medical Properties Trust Inc	110	$508
5	LTC	Ltc Properties Inc	9	$346
6	VTR	Ventas, Inc.	2	$177

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,454	1,610	0.0%	Shares	Sole	2026-08-06
2026-03-31	$26,452	1,610	-4.5%	Shares	Sole	2026-05-05
2025-12-31	$27,094	1,685	+4.7%	Shares	Sole	2026-02-05
2025-09-30	$30,831	1,610	0.0%	Shares	Sole	2025-11-05
2025-06-30	$28,191	1,610	0.0%	Shares	Sole	2025-08-05
2025-03-31	$32,554	1,610	0.0%	Shares	Sole	2025-05-08
2024-12-31	$32,634	1,610	0.0%	Shares	Sole	2025-02-05
2024-09-30	$36,820	1,610	0.0%	Shares	Sole	2024-10-30
2024-06-30	$31,556	1,610	0.0%	Shares	Sole	2024-08-12
2024-03-31	$30,187	1,610	0.0%	Shares	Sole	2024-05-09
2023-12-31	$31,878	1,610	0.0%	Shares	Sole	2024-02-05
2023-09-30	$29,559	1,610	0.0%	Shares	Sole	2023-11-07
2023-06-30	$32,361	1,610	0.0%	Shares	Sole	2023-08-07
2023-03-31	$35,371	1,610	0.0%	Shares	Sole	2023-05-08
2022-12-31	$40,362	1,610	0.0%	Shares	Sole	2023-02-09
2022-09-30	$36,901	1,610	0.0%	Shares	Sole	2022-11-02
2022-06-30	$41,715	1,610	0.0%	Shares	Sole	2022-08-02
2022-03-31	$55,271	1,610	-13.1%	Shares	Sole	2022-05-06
2021-12-31	$66,874	1,853	+13.3%	Shares	Sole	2022-02-09
2021-09-30	$54,739	1,635	0.0%	Shares	Sole	2021-11-08
2021-06-30	$54,429	1,635	0.0%	Shares	Sole	2021-08-10
2021-03-31	$51,894	1,635	-48.3%	Shares	Sole	2021-05-13
2020-12-31	$95,587	3,162	+96.4%	Shares	Sole	2021-02-09
2020-09-30	$43,711	1,610	0.0%	Shares	Sole	2020-11-12
2020-06-30	$44,371	1,610	0.0%	Shares	Sole	2020-08-10
2020-03-31	$38,398	1,610	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.