Foster Victor Wealth Advisors, LLC
Position in DOC — Healthpeak Properties, Inc.
CIK 1769063
GREENVILLE, SC
Position in DOC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$11,715,772
+$3,017,435 QoQ
Shares Held
547,466
+3.4% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#114
of 750 holders
Holding Since
Jun 2024
9 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, 2026Foster Victor Wealth Advisors, LLC holds $12,639,312 across 2 REIT - Healthcare Facilities names. DOC ranks #1 (92.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
This page
|
547,466 | $11,715,772 | |
| 2 | WELL |
Welltower Inc.
|
4,069 | $923,540 |
All Filings in DOC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,715,772 | 547,466 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $8,698,337 | 529,418 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $6,489,566 | 403,580 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $7,968,659 | 416,118 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $6,818,113 | 389,384 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $6,439,827 | 318,488 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $6,114,080 | 301,632 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $6,539,745 | 285,953 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $5,451,583 | 278,142 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||