Beacon Pointe Advisors, LLC
Position in DOC — Healthpeak Properties, Inc.
CIK 1744317
NEWPORT BEACH, CA
Position in DOC
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$289,306
-$28,614 QoQ
Shares Held
13,519
-30.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#485
of 755 holders
Holding Since
Mar 2022
14 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, 2026Beacon Pointe Advisors, LLC holds $28,855,993 across 8 REIT - Healthcare Facilities names. DOC ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
296,160 | $11,950,056 | |
| 2 | NHI |
National Health Investors Inc
|
112,016 | $8,542,340 | |
| 3 | WELL |
Welltower Inc.
|
20,305 | $4,608,625 | |
| 4 | VTR |
Ventas, Inc.
|
19,275 | $1,711,620 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
13,654 | $712,056 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
13,326 | $635,383 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
20,841 | $406,607 | |
| 8 | DOC |
Healthpeak Properties, Inc.
This page
|
13,519 | $289,306 |
All Filings in DOC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,306 | 13,519 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $317,920 | 19,350 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $271,140 | 16,862 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $327,924 | 17,124 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $276,745 | 15,805 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $376,435 | 18,617 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $381,258 | 18,809 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $464,558 | 20,313 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $428,828 | 21,879 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $414,056 | 22,083 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $444,312 | 22,440 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $410,621 | 22,365 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $483,515 | 22,008 | Shares | Sole | 2023-05-12 | |
| 2022-03-31 | $249,235 | 7,260 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||