Sound Income Strategies, LLC
Position in DOC — Healthpeak Properties, Inc.
CIK 1730960
Ft Lauderdale, FL
Position in DOC
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$210,304
-$11,085 QoQ
Shares Held
12,800
-7.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Sound Income Strategies, LLC holds $62,367,464 across 15 REIT - Healthcare Facilities names. DOC ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
617,798 | $22,642,296 | |
| 2 | NHI |
National Health Investors Inc
|
257,712 | $20,838,592 | |
| 3 | SBRA |
Sabra Health Care REIT, Inc.
|
918,252 | $17,657,985 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
14,212 | $622,769 | |
| 5 | XRN |
Chiron Real Estate Inc.
|
6,513 | $215,450 | |
| 6 | DOC |
Healthpeak Properties, Inc.
This page
|
12,800 | $210,304 | |
| 7 | VTR |
Ventas, Inc.
|
613 | $50,131 | |
| 8 | MPT |
Medical Properties Trust Inc
|
8,968 | $41,521 |
All Filings in DOC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $210,304 | 12,800 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $221,389 | 13,768 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $29,031 | 1,516 | Shares | Sole | 2025-10-10 | |
| 2023-12-31 | $7,999 | 404 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $7,417 | 404 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $8,120 | 404 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $8,875 | 404 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $10,128 | 404 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $9,259 | 404 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $10,467 | 404 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $13,869 | 404 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $18,802 | 521 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $13,525 | 404 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $13,449 | 404 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $16,504 | 520 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $15,719 | 520 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $14,118 | 520 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $17,886 | 649 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $24,327 | 1,020 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||