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Equibles

RAFFA WEALTH MANAGEMENT, LLC

Position in DOC — Healthpeak Properties, Inc.

CIK 1631073 WASHINGTON, DC
Back to DOC Full portfolio

Position in DOC

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$1,005
-$1,295 QoQ
Shares Held
47
-66.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#721
of 750 holders
Holding Since
Mar 2020
26 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, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $62,599 across 6 REIT - Healthcare Facilities names. DOC ranks #4 (1.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WELL
Welltower Inc.
 207 $46,982
2 VTR
Ventas, Inc.
 116 $10,300
3 OHI
Omega Healthcare Investors Inc
 59 $2,813
4 DOC
Healthpeak Properties, Inc.
This page 		47 $1,005
5 DHC
Diversified Healthcare Trust
 94 $874
6 HR
Healthcare Realty Trust Inc
 31 $625

All Filings in DOC

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,005 47
2026-03-31 $2,300 140
2025-12-31 $755 47
2025-09-30 $900 47
2025-06-30 $822 47
2025-03-31 $950 47
2024-12-31 $1,520 75
2024-09-30 $1,715 75
2024-06-30 $1,470 75
2024-03-31 $1,406 75
2023-12-31 $2,316 117
2023-09-30 $2,148 117
2023-06-30 $2,351 117
2023-03-31 $2,570 117
2022-12-31 $2,933 117
2022-09-30 $2,681 117
2022-06-30 $3,031 117
2022-03-31 $4,016 117
2021-12-31 $4,222 117
2021-09-30 $4,118 123
2021-06-30 $3,894 117
2021-03-31 $3,713 117
2020-12-31 $2,690 89
2020-09-30 $2,416 89
2020-06-30 $1,681 61
2020-03-31 $3,792 159

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