Global Retirement Partners, LLC
PensionPosition in DOC — Healthpeak Properties, Inc.
CIK 1749744
San Rafael, CA
Position in DOC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,724,369
+$627,713 QoQ
Shares Held
80,578
+18.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#281
of 750 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $6,792,702 across 14 REIT - Healthcare Facilities names. DOC ranks #2 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
14,473 | $3,284,936 | |
| 2 | DOC |
Healthpeak Properties, Inc.
This page
|
80,578 | $1,724,369 | |
| 3 | VTR |
Ventas, Inc.
|
6,404 | $568,675 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
10,584 | $504,645 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
2,560 | $133,504 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
3,273 | $132,065 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
6,575 | $128,278 | |
| 8 | SILA |
Sila Realty Trust, Inc.
|
3,238 | $98,305 |
All Filings in DOC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,724,369 | 80,578 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,096,656 | 68,200 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $863,396 | 45,086 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $130,992 | 7,481 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $126,667 | 6,249 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $157,917 | 6,905 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $133,123 | 6,792 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $109,856 | 5,859 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $21,403 | 1,081 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $61,652 | 3,358 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $68,440 | 3,405 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $78,806 | 3,587 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $86,666 | 3,457 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $77,652 | 3,388 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $91,099 | 3,516 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $114,421 | 3,333 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $26,415 | 789 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $24,501 | 736 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $16,187 | 510 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $15,417 | 510 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $11,810 | 435 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $11,988 | 435 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $10,971 | 460 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||