Arkadios Wealth Advisors

Position in DOC — Healthpeak Properties, Inc.

CIK 1800798 ATLANTA, GA

Position in DOC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$544,908

-$165,327 QoQ

Shares Held

25,463

-41.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#396

of 754 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Arkadios Wealth Advisors holds $8,080,428 across 6 REIT - Healthcare Facilities names. DOC ranks #3 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	16,507	$3,746,592
2	AHR	American Healthcare REIT, Inc.	50,350	$2,625,752
3	DOC	Healthpeak Properties, Inc. This page	25,463	$544,908
4	OHI	Omega Healthcare Investors Inc	9,670	$461,065
5	VTR	Ventas, Inc.	5,049	$448,350
6	CTRE	CareTrust REIT, Inc.	6,289	$253,761

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$544,908	25,463	-41.1%	Shares	Sole	2026-08-10
2026-03-31	$710,235	43,228	-10.4%	Shares	Sole	2026-05-18
2025-12-31	$775,361	48,219	-12.8%	Shares	Sole	2026-02-13
2025-09-30	$1,058,592	55,279	+16.4%	Shares	Sole	2025-10-29
2025-06-30	$831,671	47,497	+3.0%	Shares	Sole	2025-08-04
2025-03-31	$932,162	46,101	+154.7%	Shares	Sole	2025-05-08
2021-12-31	$653,156	18,098	-12.7%	Shares	Sole	2022-02-03
2021-09-30	$693,705	20,720	-17.2%	Shares	Sole	2021-10-19
2021-06-30	$832,616	25,011	-33.2%	Shares	Sole	2021-07-28
2021-03-31	$1,188,440	37,443	+4852.8%	Shares	Sole	2021-04-26
2020-12-31	$22,853	756	-49.7%	Shares	Sole	2021-02-09
2020-09-30	$40,806	1,503	+26.9%	Shares	Sole	2020-11-10
2020-06-30	$32,631	1,184	+450.7%	Shares	Sole	2020-08-10
2020-03-31	$5,127	215	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.