Atria Investments, Inc

Position in DOC — Healthpeak Properties, Inc.

CIK 1535865 Charlotte, NC

Position in DOC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,880,204

+$512,473 QoQ

Shares Held

87,860

+5.5% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#268

of 750 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Atria Investments, Inc holds $18,798,121 across 7 REIT - Healthcare Facilities names. DOC ranks #2 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	59,553	$13,516,744
2	DOC	Healthpeak Properties, Inc. This page	87,860	$1,880,204
3	VTR	Ventas, Inc.	18,994	$1,686,667
4	SBRA	Sabra Health Care REIT, Inc.	36,019	$702,730
5	AHR	American Healthcare REIT, Inc.	6,971	$363,537
6	HR	Healthcare Realty Trust Inc	17,849	$360,014
7	OHI	Omega Healthcare Investors Inc	6,045	$288,225

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,880,204	87,860	+5.5%	Shares	Sole	2026-07-28
2026-03-31	$1,367,731	83,246	+7.1%	Shares	Sole	2026-05-05
2025-12-31	$1,249,737	77,720	-3.7%	Shares	Sole	2026-02-05
2025-09-30	$1,546,094	80,736	+64.3%	Shares	Sole	2025-11-06
2025-06-30	$860,441	49,140	+4.2%	Shares	Sole	2025-08-04
2025-03-31	$953,817	47,172	-10.2%	Shares	Sole	2025-05-06
2024-12-31	$1,064,499	52,516	+17.5%	Shares	Sole	2025-02-06
2024-09-30	$1,022,517	44,710	-22.4%	Shares	Sole	2024-11-01
2024-06-30	$1,128,568	57,580	+91.2%	Shares	Sole	2024-08-13
2022-03-31	$1,034,053	30,121	+53.5%	Shares	Sole	2022-05-02
2020-03-31	$468,056	19,625	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.