Focus Partners Wealth

Position in DOC — Healthpeak Properties, Inc.

CIK 1542153 ST LOUIS, MO

Position in DOC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,668,644

-$16,290,360 QoQ

Shares Held

124,703

-89.2% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#238

of 756 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 48% Shared 0% None 52%

Real Estate · as of Jun 30, 2026

Focus Partners Wealth holds $53,194,916 across 10 REIT - Healthcare Facilities names. DOC ranks #4 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	133,077	$30,204,486
2	CHCT	Community Healthcare Trust Inc	513,420	$9,385,317
3	OHI	Omega Healthcare Investors Inc	100,961	$4,813,820
4	DOC	Healthpeak Properties, Inc. This page	124,703	$2,668,644
5	VTR	Ventas, Inc.	24,898	$2,210,942
6			40,442	$1,227,819
7	HR	Healthcare Realty Trust Inc	57,808	$1,165,987
8	MPT	Medical Properties Trust Inc	141,324	$652,916

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,668,644	124,703	-89.2%	Shares	Sole	2026-08-12
2026-03-31	$18,959,004	1,153,926	+393.5%	Shares	Sole	2026-05-15
2025-12-31	$3,760,147	233,840	+313.5%	Shares	Sole	2026-02-13
2025-09-30	$1,082,989	56,553	-29.8%	Shares	Sole	2025-11-14
2025-06-30	$1,409,782	80,513	+0.7%	Shares	Sole	2025-08-14
2025-03-31	$1,617,013	79,971	+53.0%	Shares	Sole	2025-05-20
2024-12-31	$1,059,756	52,282	-42.3%	Shares	Sole	2025-05-20
2024-09-30	$2,071,701	90,586	+537.9%	Shares	Sole	2024-11-14
2024-06-30	$278,320	14,200	+17.7%	Shares	Sole	2024-08-15
2024-03-31	$226,293	12,069	—	Shares	Sole	2024-05-16
No filing history on record for this holder in this stock.