Ethic Inc.

Position in DOC — Healthpeak Properties, Inc.

CIK 1780570 NEW YORK, NY

Position in DOC

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

Position Value

$1,043,057

+$218,764 QoQ

Shares Held

48,741

-2.8% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#331

of 750 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Real Estate · as of Jun 30, 2026

Ethic Inc. holds $40,540,671 across 9 REIT - Healthcare Facilities names. DOC ranks #4 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	117,057	$26,568,427
2	VTR	Ventas, Inc.	99,147	$8,804,253
3	OHI	Omega Healthcare Investors Inc	47,164	$2,248,779
4	DOC	Healthpeak Properties, Inc. This page	48,741	$1,043,057
5	HR	Healthcare Realty Trust Inc	41,631	$839,697
6	AHR	American Healthcare REIT, Inc.	6,924	$361,086
7	CTRE	CareTrust REIT, Inc.	7,484	$301,979
8	DHC	Diversified Healthcare Trust	28,107	$261,395

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,043,057	48,741	-2.8%	Shares	Sole	2026-07-29
2026-03-31	$824,293	50,170	-4.5%	Shares	Sole	2026-04-27
2025-12-31	$845,084	52,555	+63.8%	Shares	Sole	2026-02-03
2025-09-30	$614,427	32,085	-35.2%	Shares	Sole	2025-10-17
2025-06-30	$866,920	49,510	-39.4%	Shares	Sole	2025-07-30
2025-03-31	$1,651,407	81,672	-18.7%	Shares	Sole	2025-05-13
2024-12-31	$2,037,195	100,503	+56.4%	Shares	Sole	2025-02-14
2024-09-30	$1,469,397	64,250	-21.8%	Shares	Sole	2024-11-13
2024-06-30	$1,611,218	82,205	+27.9%	Shares	Sole	2024-08-13
2024-03-31	$1,204,687	64,250	-11.9%	Shares	Sole	2024-05-13
2023-12-31	$1,443,281	72,893	+153.9%	Shares	Sole	2024-02-14
2023-09-30	$527,189	28,714	+62.7%	Shares	Sole	2023-11-14
2023-06-30	$354,744	17,649	-1.5%	Shares	Sole	2023-08-14
2023-03-31	$393,790	17,924	+12.3%	Shares	Sole	2023-05-12
2022-12-31	$400,142	15,961	+0.7%	Shares	Sole	2023-02-14
2022-09-30	$363,121	15,843	-4.5%	Shares	Sole	2022-11-14
2022-06-30	$430,028	16,597	-44.4%	Shares	Sole	2022-08-10
2022-03-31	$1,025,299	29,866	-17.7%	Shares	Sole	2022-05-16
2021-12-31	$1,309,381	36,281	+5.5%	Shares	Sole	2022-02-14
2021-09-30	$1,151,075	34,381	+0.2%	Shares	Sole	2021-11-15
2021-06-30	$1,142,113	34,308	+10.1%	Shares	Sole	2021-08-10
2021-03-31	$988,796	31,153	+40.3%	Shares	Sole	2021-05-13
2020-12-31	$671,166	22,202	+10.2%	Shares	Sole	2021-02-10
2020-09-30	$547,208	20,155	+93.2%	Shares	Sole	2020-10-27
2020-06-30	$287,561	10,434	-63.3%	Shares	Sole	2020-08-12
2020-03-31	$677,697	28,415	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.