Steward Partners Investment Advisory, LLC
Position in DOC — Healthpeak Properties, Inc.
CIK 1723397
STAMFORD, CT
Position in DOC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$668,386
+$352,027 QoQ
Shares Held
31,233
+62.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#373
of 755 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $26,774,151 across 14 REIT - Healthcare Facilities names. DOC ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
278,282 | $11,228,678 | |
| 2 | WELL |
Welltower Inc.
|
41,482 | $9,415,169 | |
| 3 | SBRA |
Sabra Health Care REIT, Inc.
|
101,549 | $1,981,220 | |
| 4 | VTR |
Ventas, Inc.
|
19,118 | $1,697,678 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
22,655 | $1,181,458 | |
| 6 | DOC |
Healthpeak Properties, Inc.
This page
|
31,233 | $668,386 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
8,209 | $391,405 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
3,813 | $76,908 |
All Filings in DOC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $668,386 | 31,233 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $316,359 | 19,255 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $175,995 | 10,945 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $202,358 | 10,567 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $64,787 | 3,700 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $94,932 | 4,695 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $110,471 | 5,450 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $101,817 | 4,452 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $67,090 | 3,423 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $70,462 | 3,758 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $50,054 | 2,528 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $68,464 | 3,729 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $74,932 | 3,728 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $83,551 | 3,803 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $81,176 | 3,238 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $77,194 | 3,368 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $88,249 | 3,406 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $134,848 | 3,928 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $118,086 | 3,272 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $90,797 | 2,712 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $96,940 | 2,912 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $103,218 | 3,252 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $92,564 | 3,062 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $85,332 | 3,143 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $91,912 | 3,335 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $75,914 | 3,183 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||