MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in DOC — Healthpeak Properties, Inc.
CIK 1607355
GLASTONBURY, CT
Position in DOC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,420
+$1,491 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#672
of 750 holders
Holding Since
Sep 2025
4 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, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $29,117 across 2 REIT - Healthcare Facilities names. DOC ranks #2 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
100 | $22,697 | |
| 2 | DOC |
Healthpeak Properties, Inc.
This page
|
300 | $6,420 |
All Filings in DOC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,420 | 300 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,929 | 300 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,824 | 300 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,745 | 300 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||