Steward Partners Investment Advisory, LLC
Position in DOC — Healthpeak Properties, Inc.
CIK 1723397
STAMFORD, CT
Position in DOC
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$316,359
+$140,364 QoQ
Shares Held
19,255
+75.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $16,478,060 across 14 REIT - Healthcare Facilities names. DOC ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
263,868 | $9,670,762 | |
| 2 | WELL |
Welltower Inc.
|
22,560 | $4,460,337 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
22,295 | $1,051,432 | |
| 4 | VTR |
Ventas, Inc.
|
4,667 | $381,667 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
8,002 | $350,647 | |
| 6 | DOC |
Healthpeak Properties, Inc.
This page
|
19,255 | $316,359 | |
| 7 | MPT |
Medical Properties Trust Inc
|
23,235 | $107,578 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
4,000 | $76,920 |
All Filings in DOC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2021-05-17 | |
| 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. | ||||||