SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in DOC — Healthpeak Properties, Inc.

CIK 1531593 NEW YORK, NY

Position in DOC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$67,388

-$9,668 QoQ

Shares Held

3,149

-32.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#580

of 750 holders

Holding Since

Mar 2022

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $994,345 across 8 REIT - Healthcare Facilities names. DOC ranks #5 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SILA	Sila Realty Trust, Inc.	13,165	$399,689
2	CTRE	CareTrust REIT, Inc.	6,554	$264,453
3	AHR	American Healthcare REIT, Inc.	2,605	$135,850
4	DHC	Diversified Healthcare Trust	8,074	$75,088
5	DOC	Healthpeak Properties, Inc. This page	3,149	$67,388
6	WELL	Welltower Inc.	164	$37,223
7	VTR	Ventas, Inc.	113	$10,034
8	MPT	Medical Properties Trust Inc	1,000	$4,620

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$67,388	3,149	-32.9%	Shares	Sole	2026-08-03
2026-03-31	$77,056	4,690	+354.9%	Shares	Sole	2026-04-30
2025-12-31	$16,578	1,031	-14.0%	Shares	Sole	2026-02-17
2025-09-30	$22,960	1,199	+156.2%	Shares	Sole	2025-11-13
2025-06-30	$8,194	468	-34.5%	Shares	Sole	2025-08-12
2023-06-30	$14,351	714	-33.5%	Shares	Sole	2023-08-14
2023-03-31	$23,573	1,073	+96.9%	Shares	Sole	2023-05-12
2022-12-31	$13,663	545	-51.7%	Shares	Sole	2023-02-13
2022-06-30	$29,226	1,128	+366.1%	Shares	Sole	2022-08-02
2022-03-31	$8,307	242	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.