Dynamic Wealth Strategies, LLC
Position in DOC — Healthpeak Properties, Inc.
CIK 1812853
GRANITE BAY, CA
Position in DOC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$12,840
+$4,248 QoQ
Shares Held
600
+14.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#635
of 750 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Dynamic Wealth Strategies, LLC holds $88,732 across 3 REIT - Healthcare Facilities names. DOC ranks #3 (14.5% of the industry book) .
All Filings in DOC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,840 | 600 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $8,592 | 523 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $8,409 | 523 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $18,039 | 942 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $16,494 | 942 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $36,497 | 1,805 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $39,061 | 1,708 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $15,013 | 766 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $14,362 | 766 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $18,631 | 941 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||