Beacon Pointe Advisors, LLC

Position in DOC — Healthpeak Properties, Inc.

CIK 1744317 NEWPORT BEACH, CA

Position in DOC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$317,920

+$46,780 QoQ

Shares Held

19,350

+14.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Real Estate · as of Mar 31, 2026

Beacon Pointe Advisors, LLC holds $21,610,112 across 8 REIT - Healthcare Facilities names. DOC ranks #7 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CTRE	CareTrust REIT, Inc.	249,016	$9,126,436
2	NHI	National Health Investors Inc	83,927	$6,786,337
3	WELL	Welltower Inc.	16,405	$3,243,432
4	VTR	Ventas, Inc.	12,273	$1,003,685
5	AHR	American Healthcare REIT, Inc.	14,087	$664,342
6	OHI	Omega Healthcare Investors Inc	9,304	$407,701
7	DOC	Healthpeak Properties, Inc. This page	19,350	$317,920
8	MPT	Medical Properties Trust Inc	13,015	$60,259

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$317,920	19,350	+14.8%	Shares	Sole	2026-05-15
2025-12-31	$271,140	16,862	-1.5%	Shares	Sole	2026-02-18
2025-09-30	$327,924	17,124	+8.3%	Shares	Sole	2025-11-14
2025-06-30	$276,745	15,805	-15.1%	Shares	Sole	2025-08-13
2025-03-31	$376,435	18,617	-1.0%	Shares	Sole	2025-05-13
2024-12-31	$381,258	18,809	-7.4%	Shares	Sole	2025-02-14
2024-09-30	$464,558	20,313	-7.2%	Shares	Sole	2024-11-14
2024-06-30	$428,828	21,879	-0.9%	Shares	Sole	2024-08-12
2024-03-31	$414,056	22,083	-1.6%	Shares	Sole	2024-05-14
2023-12-31	$444,312	22,440	+0.3%	Shares	Sole	2024-02-08
2023-09-30	$410,621	22,365	+1.6%	Shares	Sole	2023-11-14
2023-03-31	$483,515	22,008	+203.1%	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.