HHM Wealth Advisors, LLC

Position in DOC — Healthpeak Properties, Inc.

CIK 1750086 CHATTANOOGA, TN

Position in DOC

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$6,420

+$3,134 QoQ

Shares Held

300

+50.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#670

of 750 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

HHM Wealth Advisors, LLC holds $230,020 across 4 REIT - Healthcare Facilities names. DOC ranks #3 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	760	$172,497
2	LTC	Ltc Properties Inc	1,248	$47,985
3	DOC	Healthpeak Properties, Inc. This page	300	$6,420
4	MPT	Medical Properties Trust Inc	675	$3,118

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,420	300	+50.0%	Shares	Sole	2026-07-13
2026-03-31	$3,286	200	0.0%	Shares	Sole	2026-04-17
2025-12-31	$3,216	200	-66.7%	Shares	Sole	2026-01-22
2025-09-30	$11,509	601	0.0%	Shares	Sole	2025-10-29
2025-06-30	$10,523	601	0.0%	Shares	Sole	2025-08-11
2025-03-31	$12,152	601	-9.1%	Shares	Sole	2025-05-08
2024-12-31	$13,398	661	-17.5%	Shares	Sole	2025-01-24
2024-09-30	$18,318	801	0.0%	Shares	Sole	2024-11-12
2024-06-30	$15,699	801	-18.3%	Shares	Sole	2024-08-07
2024-03-31	$18,393	981	+60.8%	Shares	Sole	2024-05-14
2023-12-31	$12,078	610	0.0%	Shares	Sole	2024-02-05
2023-09-30	$11,199	610	0.0%	Shares	Sole	2023-11-03
2023-06-30	$12,261	610	-7.2%	Shares	Sole	2023-08-14
2023-03-31	$14,434	657	+25.9%	Shares	Sole	2023-05-02
2022-12-31	$13,086	522	+11.3%	Shares	Sole	2023-01-19
2022-09-30	$10,749	469	-53.1%	Shares	Sole	2022-11-04
2022-06-30	$25,910	1,000	0.0%	Shares	Sole	2022-08-08
2022-03-31	$34,330	1,000	0.0%	Shares	Sole	2022-04-27
2021-12-31	$36,090	1,000	0.0%	Shares	Sole	2022-02-03
2021-09-30	$33,480	1,000	0.0%	Shares	Sole	2021-11-02
2021-06-30	$33,290	1,000	0.0%	Shares	Sole	2021-07-27
2021-03-31	$31,740	1,000	0.0%	Shares	Sole	2021-04-23
2020-12-31	$30,230	1,000	0.0%	Shares	Sole	2021-01-28
2020-09-30	$27,150	1,000	0.0%	Shares	Sole	2020-11-12
2020-06-30	$27,560	1,000	0.0%	Shares	Sole	2020-08-13
2020-03-31	$23,850	1,000	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.