Robertson Stephens Wealth Management, LLC

Position in DOC — Healthpeak Properties, Inc.

CIK 1767307 San Francisco, CA

Position in DOC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$452,396

+$105,066 QoQ

Shares Held

21,140

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#419

of 749 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $1,571,043 across 3 REIT - Healthcare Facilities names. DOC ranks #2 (28.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VTR	Ventas, Inc.	8,150	$723,720
2	DOC	Healthpeak Properties, Inc. This page	21,140	$452,396
3	WELL	Welltower Inc.	1,740	$394,927

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$452,396	21,140	0.0%	Shares	Sole	2026-07-29
2026-03-31	$347,330	21,140	+0.2%	Shares	Sole	2026-04-28
2025-12-31	$339,288	21,100	0.0%	Shares	Sole	2026-02-02
2025-09-30	$404,065	21,100	-0.1%	Shares	Sole	2025-11-12
2025-06-30	$369,898	21,125	-0.3%	Shares	Sole	2025-07-24
2025-03-31	$428,603	21,197	-2.9%	Shares	Sole	2025-04-17
2024-12-31	$442,413	21,826	+0.1%	Shares	Sole	2025-01-27
2024-09-30	$498,428	21,794	-3.9%	Shares	Sole	2024-11-12
2024-06-30	$444,626	22,685	+3.8%	Shares	Sole	2024-08-13
2024-03-31	$409,687	21,850	-0.8%	Shares	Sole	2024-05-15
2023-12-31	$436,095	22,025	-1.2%	Shares	Sole	2024-02-06
2023-09-30	$409,336	22,295	+2.3%	Shares	Sole	2023-11-13
2023-06-30	$438,139	21,798	-0.5%	Shares	Sole	2023-08-11
2023-03-31	$481,450	21,914	-3.2%	Shares	Sole	2023-05-11
2022-12-31	$567,710	22,645	-1.9%	Shares	Sole	2023-02-14
2022-09-30	$528,879	23,075	-3.5%	Shares	Sole	2022-11-14
2022-06-30	$619,767	23,920	-0.4%	Shares	Sole	2022-08-12
2022-03-31	$824,125	24,006	+0.6%	Shares	Sole	2022-05-16
2021-12-31	$860,782	23,851	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.