Integrated Wealth Concepts LLC
Position in DOC — Healthpeak Properties, Inc.
CIK 1737109
WALTHAM, MA
Position in DOC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$558,989
+$240,642 QoQ
Shares Held
26,121
+34.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#387
of 736 holders
Holding Since
Jun 2022
10 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, 2026Integrated Wealth Concepts LLC holds $8,357,147 across 17 REIT - Healthcare Facilities names. DOC ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
12,079 | $2,741,570 | |
| 2 | VTR |
Ventas, Inc.
|
23,510 | $2,087,688 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
15,866 | $827,411 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
12,855 | $612,926 | |
| 5 | DOC |
Healthpeak Properties, Inc.
This page
|
26,121 | $558,989 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
12,111 | $488,678 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
20,554 | $414,574 | |
| 8 | MPT |
Medical Properties Trust Inc
|
46,755 | $216,008 |
All Filings in DOC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $558,989 | 26,121 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $318,347 | 19,376 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $215,279 | 13,388 | Shares | Other | 2026-02-13 | |
| 2025-03-31 | $365,658 | 18,084 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $341,610 | 16,853 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $346,549 | 15,153 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $284,102 | 14,495 | Shares | Other | 2024-08-14 | |
| 2023-09-30 | $205,228 | 11,178 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $225,019 | 11,195 | Shares | Other | 2023-08-15 | |
| 2022-06-30 | $202,512 | 7,816 | Shares | Other | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||