B. Riley Wealth Advisors, Inc.

Position in DOC — Healthpeak Properties, Inc.

CIK 1464811 MEMPHIS, TN

Position in DOC

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$242,547

+$52,814 QoQ

Shares Held

11,334

-1.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#515

of 750 holders

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $1,259,213 across 4 REIT - Healthcare Facilities names. DOC ranks #3 (19.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	3,157	$716,544
2	OHI	Omega Healthcare Investors Inc	5,118	$244,026
3	DOC	Healthpeak Properties, Inc. This page	11,334	$242,547
4	MPT	Medical Properties Trust Inc	12,142	$56,096

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$242,547	11,334	-1.9%	Shares	Sole	2026-07-14
2026-03-31	$189,733	11,548	-4.1%	Shares	Sole	2026-04-27
2025-12-31	$193,571	12,038	+13.5%	Shares	Sole	2026-02-17
2025-09-30	$203,085	10,605	-14.8%	Shares	Sole	2025-10-31
2025-06-30	$217,894	12,444	-60.9%	Shares	Sole	2025-08-19
2024-12-31	$644,302	31,786	-4.2%	Shares	Sole	2025-02-25
2024-09-30	$758,757	33,177	-0.3%	Shares	Sole	2024-12-13
2024-06-30	$652,425	33,287	-16.1%	Shares	Sole	2024-08-19
2024-03-31	$743,925	39,676	+55.1%	Shares	Sole	2024-05-16
2023-12-31	$506,404	25,576	-35.5%	Shares	Sole	2024-03-15
2023-09-30	$728,451	39,676	+1.5%	Shares	Sole	2023-12-01
2023-06-30	$785,789	39,094	-2.9%	Shares	Sole	2023-07-27
2023-03-31	$884,182	40,245	-2.1%	Shares	Sole	2023-05-17
2022-12-31	$1,030,477	41,104	-2.8%	Shares	Sole	2023-03-15
2022-09-30	$969,377	42,294	+555.5%	Shares	Other	2022-11-22
2022-03-31	$221,497	6,452	—	Shares	Other	2022-05-02
No filing history on record for this holder in this stock.