UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in DOC — Healthpeak Properties, Inc.
CIK 1463217
IRVING, TX
Position in DOC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,205,012
+$282,550 QoQ
Shares Held
56,309
+0.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#317
of 750 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $9,942,931 across 8 REIT - Healthcare Facilities names. DOC ranks #2 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
22,702 | $5,152,672 | |
| 2 | DOC |
Healthpeak Properties, Inc.
This page
|
56,309 | $1,205,012 | |
| 3 | VTR |
Ventas, Inc.
|
13,340 | $1,184,592 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
51,718 | $1,043,152 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
14,454 | $753,776 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
6,374 | $257,190 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
4,777 | $227,767 | |
| 8 | MPT |
Medical Properties Trust Inc
|
25,708 | $118,770 |
All Filings in DOC
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,205,012 | 56,309 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $922,462 | 56,145 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $811,798 | 50,485 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $979,311 | 51,139 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,067,006 | 60,937 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,362,625 | 67,390 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,296,327 | 63,953 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,399,278 | 61,184 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,014,339 | 51,752 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $882,768 | 47,081 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $776,219 | 39,203 | Shares | Defined | 2024-02-14 | |
| 2022-03-31 | $206,048 | 6,002 | Shares | Defined | 2022-05-16 | |
| 2021-03-31 | $239,446 | 7,544 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $944,475 | 31,243 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $1,005,581 | 37,038 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,135,416 | 41,198 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,188,922 | 49,850 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||