Cornerstone Planning Group LLC

Position in DOC — Healthpeak Properties, Inc.

CIK 1822587 FAIRFIELD, NJ

Position in DOC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$8,902

+$2,215 QoQ

Shares Held

416

+2.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#641

of 736 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $155,723 across 12 REIT - Healthcare Facilities names. DOC ranks #4 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	314	$71,268
2	VTR	Ventas, Inc.	450	$39,960
3	CTRE	CareTrust REIT, Inc.	544	$21,950
4	DOC	Healthpeak Properties, Inc. This page	416	$8,902
5	OHI	Omega Healthcare Investors Inc	95	$4,529
6	HR	Healthcare Realty Trust Inc	186	$3,751
7	UHT	Universal Health Realty Income Trust	30	$1,315
8	XRN	Chiron Real Estate Inc.	27	$1,013

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,902	416	+2.2%	Shares	Sole	2026-07-29
2026-03-31	$6,687	407	+55.9%	Shares	Sole	2026-05-06
2025-12-31	$4,196	261	-22.1%	Shares	Sole	2026-02-02
2025-09-30	$6,415	335	+241.8%	Shares	Sole	2025-11-04
2025-06-30	$1,715	98	-78.5%	Shares	Sole	2025-08-11
2025-03-31	$9,220	456	+338.5%	Shares	Sole	2025-04-30
2024-12-31	$2,108	104	+50.7%	Shares	Sole	2025-01-29
2024-09-30	$1,578	69	0.0%	Shares	Sole	2024-11-05
2024-06-30	$1,352	69	-64.1%	Shares	Sole	2024-08-13
2024-03-31	$3,600	192	-32.9%	Shares	Sole	2024-05-07
2023-12-31	$5,662	286	-8.6%	Shares	Sole	2024-02-12
2023-09-30	$5,746	313	-55.9%	Shares	Sole	2023-11-08
2023-06-30	$14,271	710	-22.7%	Shares	Sole	2023-08-15
2022-12-31	$23,039	919	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.