Cypress Wealth Services, LLC
Position in DOC — Healthpeak Properties, Inc.
CIK 1721527
PALM DESERT, CA
Position in DOC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$470,179
+$105,236 QoQ
Shares Held
21,971
-1.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#416
of 754 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Cypress Wealth Services, LLC holds $795,137 across 2 REIT - Healthcare Facilities names. DOC ranks #1 (59.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
This page
|
21,971 | $470,179 | |
| 2 | SBRA |
Sabra Health Care REIT, Inc.
|
16,656 | $324,958 |
All Filings in DOC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,179 | 21,971 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $364,943 | 22,212 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $267,153 | 16,614 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $434,073 | 22,667 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||