Position in DOC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,213,979
+$402,091 QoQ
Shares Held
56,728
+14.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#315
of 750 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026SteelPeak Wealth, LLC holds $5,230,667 across 2 REIT - Healthcare Facilities names. DOC ranks #2 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
17,697 | $4,016,688 | |
| 2 | DOC |
Healthpeak Properties, Inc.
This page
|
56,728 | $1,213,979 |
All Filings in DOC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,213,979 | 56,728 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $811,888 | 49,415 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $732,202 | 45,535 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $852,596 | 44,522 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $979,579 | 55,944 | Shares | Sole | 2025-07-23 | |
| 2024-03-31 | $867,637 | 46,274 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $735,867 | 37,165 | Shares | Sole | 2024-01-24 | |
| 2020-03-31 | $613,803 | 25,736 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||