Morningstar Investment Management LLC
Position in DOC — Healthpeak Properties, Inc.
CIK 1673385
CHICAGO, IL
Position in DOC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$6,636,996
+$1,541,396 QoQ
Shares Held
310,140
0.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#152
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, 2026Morningstar Investment Management LLC holds $6,888,122 across 2 REIT - Healthcare Facilities names. DOC ranks #1 (96.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
This page
|
310,140 | $6,636,996 | |
| 2 | VTR |
Ventas, Inc.
|
2,828 | $251,126 |
All Filings in DOC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,636,996 | 310,140 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,095,600 | 310,140 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,591,563 | 285,545 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,747,916 | 247,933 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||