WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in DOC — Healthpeak Properties, Inc.
CIK 1632972
PLYMOUTH, MN
Position in DOC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,203,409
+$890,234 QoQ
Shares Held
196,421
-2.6% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#31
of 242 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $67,418,613 across 13 REIT - Healthcare Facilities names. DOC ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
161,934 | $36,754,159 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
252,106 | $12,020,414 | |
| 3 | VTR |
Ventas, Inc.
|
70,641 | $6,272,920 | |
| 4 | DOC |
Healthpeak Properties, Inc.
This page
|
196,421 | $4,203,409 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
138,925 | $2,802,117 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
34,742 | $1,811,795 | |
| 7 | MPT |
Medical Properties Trust Inc
|
222,729 | $1,029,007 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
19,651 | $792,917 |
All Filings in DOC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,203,409 | 196,421 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,313,175 | 201,654 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $5,182,776 | 322,312 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $9,853,134 | 514,524 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $9,266,922 | 529,236 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $7,027,016 | 347,528 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $7,092,148 | 349,884 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $7,579,140 | 331,401 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $5,255,112 | 268,118 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,634,793 | 87,189 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,294,880 | 65,398 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,118,032 | 60,895 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||