CVA Family Office, LLC
Family OfficePosition in DOC — Healthpeak Properties, Inc.
CIK 1802084
DENVER, CO
Position in DOC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$54,891
-$3,599 QoQ
Shares Held
2,565
-27.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#582
of 750 holders
Holding Since
Mar 2020
25 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, 2026CVA Family Office, LLC holds $282,245 across 7 REIT - Healthcare Facilities names. DOC ranks #2 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
793 | $179,987 | |
| 2 | DOC |
Healthpeak Properties, Inc.
This page
|
2,565 | $54,891 | |
| 3 | VTR |
Ventas, Inc.
|
434 | $38,539 | |
| 4 | NHI |
National Health Investors Inc
|
49 | $3,736 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
153 | $3,086 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
36 | $1,452 | |
| 7 | MPT |
Medical Properties Trust Inc
|
120 | $554 |
All Filings in DOC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,891 | 2,565 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $58,490 | 3,560 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $49,060 | 3,051 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $79,146 | 4,133 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $78,322 | 4,473 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $70,608 | 3,492 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $61,458 | 3,032 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $77,918 | 3,407 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $74,813 | 3,817 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $60,543 | 3,229 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $58,390 | 2,949 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $38,009 | 1,891 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $14,302 | 651 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $37,755 | 1,506 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $15,150 | 661 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $14,898 | 575 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $35,531 | 1,035 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $100,005 | 2,771 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $69,002 | 2,061 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $90,249 | 2,711 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $80,016 | 2,521 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $62,304 | 2,061 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $55,956 | 2,061 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $56,801 | 2,061 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $41,499 | 1,740 | Shares | Sole | 2020-05-28 | |
| No filing history on record for this holder in this stock. | ||||||