Clearstead Trust, LLC

Position in DOC — Healthpeak Properties, Inc.

CIK 1708001 PORTLAND, ME

Position in DOC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$29,039

+$15,665 QoQ

Shares Held

1,357

+66.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#610

of 750 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Clearstead Trust, LLC holds $298,390 across 8 REIT - Healthcare Facilities names. DOC ranks #2 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	871	$197,690
2	DOC	Healthpeak Properties, Inc. This page	1,357	$29,039
3	VTR	Ventas, Inc.	226	$20,068
4	HR	Healthcare Realty Trust Inc	867	$17,487
5	OHI	Omega Healthcare Investors Inc	360	$17,164
6	SBRA	Sabra Health Care REIT, Inc.	491	$9,579
7	MPT	Medical Properties Trust Inc	1,002	$4,629
8	DHC	Diversified Healthcare Trust	294	$2,734

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,039	1,357	+66.7%	Shares	Sole	2026-08-06
2026-03-31	$13,374	814	+114.8%	Shares	Sole	2026-05-06
2025-12-31	$6,094	379	-67.7%	Shares	Sole	2026-02-09
2025-09-30	$22,482	1,174	+24.5%	Shares	Sole	2025-11-10
2025-06-30	$16,511	943	+371.5%	Shares	Sole	2025-08-08
2025-03-31	$4,044	200	0.0%	Shares	Sole	2025-05-09
2024-12-31	$4,054	200	0.0%	Shares	Sole	2025-02-10
2024-09-30	$4,574	200	0.0%	Shares	Sole	2024-11-13
2024-06-30	$3,920	200	0.0%	Shares	Sole	2024-08-09
2024-03-31	$3,750	200	0.0%	Shares	Sole	2024-05-10
2023-12-31	$3,960	200	0.0%	Shares	Sole	2024-02-06
2023-09-30	$3,672	200	0.0%	Shares	Sole	2023-11-13
2023-06-30	$4,020	200	0.0%	Shares	Sole	2023-08-08
2023-03-31	$4,394	200	0.0%	Shares	Sole	2023-05-10
2022-12-31	$5,014	200	0.0%	Shares	Sole	2023-02-01
2022-09-30	$4,584	200	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.