Community Financial Services Group, LLC
Position in DOC — Healthpeak Properties, Inc.
CIK 1537319
NEWPORT, VT
Position in DOC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$10,700
+$2,485 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#644
of 750 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Community Financial Services Group, LLC holds $353,645 across 2 REIT - Healthcare Facilities names. DOC ranks #2 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
3,862 | $342,945 | |
| 2 | DOC |
Healthpeak Properties, Inc.
This page
|
500 | $10,700 |
All Filings in DOC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,700 | 500 | Shares | Defined | 2026-07-09 | |
| 2026-03-31 | $8,215 | 500 | Shares | Defined | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||