Bright Futures Wealth Management, LLC.
Position in DOC — Healthpeak Properties, Inc.
CIK 1803980
WEBSTER, NY 14580, NY
Position in DOC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$216,140
+$50,197 QoQ
Shares Held
10,100
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#528
of 750 holders
Holding Since
Dec 2025
3 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, 2026Bright Futures Wealth Management, LLC. holds $1,392,353 across 5 REIT - Healthcare Facilities names. DOC ranks #3 (15.5% of the industry book) .
All Filings in DOC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,140 | 10,100 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $165,943 | 10,100 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $162,408 | 10,100 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||