Naviter Wealth, LLC

Position in DOC — Healthpeak Properties, Inc.

CIK 1855567 LITTLE ROCK, AR

Position in DOC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$731,537

+$168,613 QoQ

Shares Held

34,184

-0.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#358

of 750 holders

Holding Since

Sep 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Naviter Wealth, LLC holds $19,411,093 across 4 REIT - Healthcare Facilities names. DOC ranks #4 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	61,832	$14,034,009
2	VTR	Ventas, Inc.	43,851	$3,893,968
3	OHI	Omega Healthcare Investors Inc	15,763	$751,579
4	DOC	Healthpeak Properties, Inc. This page	34,184	$731,537

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$731,537	34,184	-0.2%	Shares	Sole	2026-08-07
2026-03-31	$562,924	34,262	-3.4%	Shares	Sole	2026-04-10
2025-12-31	$570,502	35,479	-16.6%	Shares	Sole	2026-01-21
2025-09-30	$815,024	42,560	-4.8%	Shares	Sole	2025-11-06
2025-06-30	$783,169	44,727	+12.9%	Shares	Sole	2025-07-28
2025-03-31	$800,732	39,601	+4.0%	Shares	Sole	2025-04-25
2024-12-31	$771,496	38,061	+14.3%	Shares	Sole	2025-02-07
2023-12-31	$659,241	33,295	-3.3%	Shares	Sole	2024-02-05
2023-09-30	$632,263	34,437	+10.3%	Shares	Sole	2023-11-14
2023-06-30	$627,481	31,218	+18.9%	Shares	Sole	2023-07-20
2023-03-31	$577,020	26,264	+38.1%	Shares	Sole	2023-04-12
2022-12-31	$476,756	19,017	+35.5%	Shares	Sole	2023-01-31
2022-09-30	$321,750	14,038	—	Shares	Sole	2022-10-27
No filing history on record for this holder in this stock.